Jacob Gul, financial advisor Forest Hills NY
93 score

Jacob Gul

CRD Number: 5428340
Current Firm: Hsbc Securities (usa) Inc.

Jacob Gul (CRD# 5428340) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Forest Hills, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Hsbc Securities (usa) Inc. Forrest Hills, NY Oct 2013 - Current 3
Wells Fargo Advisors LLC New York, NY Jul 2011 - Oct 2013 2
Wells Fargo Bank, N.a. New York, NY Jul 2011 - Oct 2013 2
Citigroup Global Markets New York, NY Oct 2007 - Jul 2011 3
Unemployed New York, NY Jan 2007 - Oct 2007 < 1
Gil International Trading New York, NY Jun 1999 - Dec 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Jacob Gul
Phone Number: 212-525-2879
Registered State(s):
  • DE
  • NJ
  • NC
  • UT
By the Numbers
  • Total Assets Under Management
    2,985
    MILLIONS
  • Total Number of Accounts
    12,340
    ACCOUNTS
  • Average Account Value
    $241,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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