Jacob Goodbread (CRD# 7535145) is an Investment Advisor Representative working at Independent Financial Partners in Cocoa Beach, FL and has 1 year of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities LLC | Tampa, FL | Feb 2023 - Current | 1 |
| Unemployed | Orlando, FL | Nov 2022 - Feb 2023 | < 1 |
| Lpl Financial, LLC | Altamonte Springs, FL | Sep 2022 - Nov 2022 | < 1 |
| Synergy Wealth Alliance | Altamonte Springs, FL | Apr 2022 - Nov 2022 | < 1 |
| Orlando City Soccer | Orlando, FL | Jun 2019 - Sep 2022 | 3 |
| Esai | Orlando, FL | Jan 2021 - Mar 2022 | 1 |
| Solar Bears Hockey | Orlando, FL | May 2019 - Mar 2020 | < 1 |
| College Student At Florida State University | Tallahassee, FL | Aug 2016 - May 2019 | 2 |
| Burgerfi | Tallahassee, FL | Oct 2017 - Jun 2018 | < 1 |
| Subway | Orlando, FL | Oct 2015 - Aug 2016 | < 1 |
| College Student At Florida State University | Tallahassee, FL | May 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CA
- FL
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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