Jacob StansfieldCRD Number: 6240768
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)
Jacob Stansfield (CRD# 6240768) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Crystal City, MO and has over 3 years of experience in the finance industry.
Asa Advisors, Inc.
Century Securities Associates Inc.
Sagepoint Financial, Inc.
|National Planning Corporation||Santa Monica, CA||Sep 2013 - Current||3|
|Unemployed||New York, NY||May 2013 - Aug 2013||< 1|
|Fordham University||New York, NY||Sep 2011 - May 2013||1|
|Professional Staffing Group||Boston, MA||Mar 2011 - Sep 2011||< 1|
|Unemployed||Somerville, MA||May 2010 - Mar 2011||< 1|
|Hollister||Boston, MA||Dec 2009 - May 2010||< 1|
|David Stansfield D.o. LLC||Hillsboro, MO||May 2009 - Dec 2009||< 1|
|University Of Missouri||Columbia, MO||Jan 2006 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management7,811MILLIONS
Total Number of Accounts42,943ACCOUNTS
Average Account Value$181,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- 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
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