Jacob Fromm (CRD# 6568320) is an Investment Advisor Representative working at Releve Financial Group in Hermitage, PA and has over 8 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Releve Financial Group | Woodbury, MN | Jun 2021 - Current | 2 |
| Unemployed | Des Moines, IA | Dec 2020 - May 2021 | < 1 |
| Gilbert & Cook, Inc. | Des Moines, IA | Jun 2019 - Nov 2020 | 1 |
| Sammons Financial Network, LLC | West Des Moines, IA | Oct 2015 - Jun 2019 | 3 |
| Sammons Retirement Solutions | West Des Moines, IA | Sep 2015 - Jun 2019 | 3 |
| Ferguson Enterprises | Fargo, ND | Jul 2014 - Jul 2015 | 1 |
| Unemployed | Lincoln, NE | May 2014 - Jul 2014 | < 1 |
| B&r Stores, Inc. | Lincoln, NE | May 2013 - May 2014 | 1 |
| University Of Nebraska | Lincoln, NE | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- MN
- PA
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts1,119ACCOUNTS
-
Average Account Value$166,766
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, MN, PA, TX, WI
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