Jacob Lubell (CRD# 7578236) is an Investment Advisor Representative working at Piper Sandler & Company in Greenwich, CT and has 1 year of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Piper Sandler & Company | Greenwich, CT | Dec 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Minneapolis, MN | Jun 2022 - Nov 2023 | 1 |
| Unemployed | Na, CT | Sep 2021 - Jun 2022 | < 1 |
| Ris Media | Norwalk, CT | May 2021 - Aug 2021 | < 1 |
| Unemployed | Na, CT | Feb 2021 - May 2021 | < 1 |
| Ups | Norwalk, CT | Dec 2020 - Jan 2021 | < 1 |
| Unemployed | Na, CT | Aug 2019 - Nov 2020 | 1 |
| Wave Hill Breads | Norwalk, CT | Jun 2019 - Jul 2019 | < 1 |
| Unemployed | Na, CT | Sep 2018 - Jun 2019 | < 1 |
| Industrial Sales Co | Westport, CT | May 2018 - Aug 2018 | < 1 |
| Unemployed | Na, CT | Sep 2017 - May 2018 | < 1 |
| Westport Parks And Recreation | Westport, CT | Jun 2017 - Aug 2017 | < 1 |
| Not Employed, 16 Y/o > | Westport Ct, CT | Jan 2012 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MN
-
Total Assets Under Management1,581MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,580,517,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, IL, KS, MN, NC, NY, TN, WI
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