Jacob Dean (CRD# 7494851) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Coral Gables, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Wealth Securities | Miami, FL | Feb 2022 - Current | 2 |
| Florida Financial Advisors | Miami, FL | Jan 2022 - Current | 2 |
| University Of Tennessee At Chattanooga | Chattanooga, TN | Mar 2021 - Jan 2022 | < 1 |
| Publix | Chattanooga, TN | Sep 2019 - Feb 2021 | 1 |
| Wendy's | Martin, TN | May 2019 - Aug 2019 | < 1 |
| Firehouse Subs | Chattanooga, TN | Feb 2019 - Apr 2019 | < 1 |
| Iowa State University | Ames, IA | Aug 2018 - Dec 2018 | < 1 |
| Wendy's | Martin, TN | May 2018 - Aug 2018 | < 1 |
| Iowa State University | Ames, IA | Aug 2017 - Apr 2018 | < 1 |
| Mcdonald's | Martin, TN | May 2017 - Aug 2017 | < 1 |
| Westview High School | Martin, TN | Jan 2016 - May 2017 | 1 |
| Pekin Community High School | Pekin, IL | Aug 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
| S63 | Uniform Securities State Law Examination | Aug 2023 |
- FL
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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