Jacob Marchesani, financial advisor Colorado Springs CO
90 score

Jacob Marchesani

CRD Number: 5989792
Current Firm: Primerica Advisors

Jacob Marchesani (CRD# 5989792) is an Investment Advisor Representative working at Primerica Advisors in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Colorado Springs, CO Oct 2011 - Current 5
Primerica Financial Services Colorado Springs, CO Apr 2007 - Current 9
Hertz Natick, MA May 2013 - Oct 2013 < 1
Target Westborough, MA Jan 2013 - May 2013 < 1
The Master's College Santa Clarita, CA Aug 2007 - May 2011 3
Colorado Springs Christian School Colorado Springs, CO Aug 2001 - May 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Jacob Marchesani
Phone Number: 800-544-5445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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