Jacob VierlingCRD Number: 7333831
Current Firm: Fidelity Personal And Workplace Advisors
Jacob Vierling (CRD# 7333831) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has 1 year of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Ubs Financial Services Inc.
|Fidelity Investments||Covington, KY||Jan 2021 - Current||2|
|Verizon Wireless||Mason, OH||Dec 2018 - Jan 2021||2|
|Summit Funding||Cincinnati, OH||May 2018 - Dec 2018||< 1|
|Cronin Ford||Harrison, OH||Jan 2018 - Apr 2018||< 1|
|Jake Sweeney Chevrolet||Springdale, OH||Jun 2017 - Jan 2018||< 1|
|Cellular Sales||Milford, OH||May 2015 - May 2017||2|
|Dna Sports Center||Milford, OH||Sep 2014 - May 2015||< 1|
|Champs Sports||Kenwood, OH||Mar 2012 - Sep 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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