Jacob Vierling (CRD# 7333831) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 3 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Jan 2021 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- IN
- KY
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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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