Benjamen Jacobs, financial advisor Cincinnati OH
68 score

Benjamen Jacobs

CRD Number: 6285250
Current Firm: Waterstone Investment Counsel, LLC

Benjamen Jacobs (CRD# 6285250) is an Investment Advisor Representative working at Waterstone Investment Counsel, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Milford, OH Jan 2014 - Current 2
University Of Cincinnati Cincinnati, OH Sep 2010 - Dec 2013 3
Ohio Army National Guard Cincinnati, OH Sep 2004 - Sep 2010 6
Fedex Office Toledo, OH Jan 2008 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Benjamen D. Jacobs
Phone Number: 513-573-0440
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $251,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, KY, OH

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BADGES
68

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