Jacob WickCRD Number: 5899722
Current Firm: Northcoast Asset Management LLC
Jacob Wick (CRD# 5899722) is an Investment Advisor Representative working at Northcoast Asset Management LLC in Greenwich, CT and has over 5 years of experience in the finance industry.
Altium Wealth Management LLC
Axa Advisors, LLC
H. Beck, Inc.
|Northcoast Asset Management, LLC||Greenwich, CT||Feb 2011 - Current||5|
|Cablevision||New York, NY||Apr 2010 - Feb 2011||< 1|
|Sigma Phi Epsilon||Richmond, VA||May 2009 - Apr 2010||< 1|
|Simga Phi Epsilon||Richmond, VA||Jun 2008 - Apr 2009||< 1|
|Unemployed||Shaker Heigts, OH||Apr 2008 - Jun 2008||< 1|
|Indiana University Foundation||Bloomington, IN||Jan 2008 - Apr 2008||< 1|
|Indiana University - Bloomington||Bloomington, IN||Aug 2007 - Dec 2007||< 1|
|City Of Shaker Heights||Shaker Heights, OH||Jun 2007 - Aug 2007||< 1|
|Indiana University - Bloomington||Bloomington, IN||Aug 2006 - May 2007||< 1|
|Amelia Island Plantation||Fernadina Beach, FL||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management2,705MILLIONS
Total Number of Accounts9,401ACCOUNTS
Average Account Value$287,762
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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