Garret Jacobs (CRD# 5985969) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Houston, TX and has over 5 years of experience in the finance industry.
CRD# 860333
Linscomb & Williams
Score
106
CRD# 2390431
The Goff Financial Group
Score
105
CRD# 2754885
Edward Jones
Score
102
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Houston, TX | Apr 2013 - Current | 4 |
| Metlife Securities, Inc. | Dallas, TX | Nov 2011 - Apr 2013 | 1 |
| Unemployed | Houston, TX | May 2011 - Nov 2011 | < 1 |
| Memorial Hermann Healthcare System | Houston, TX | Dec 2010 - Apr 2011 | < 1 |
| Self Employed/unemployed | Houston, TX | Jul 2009 - Nov 2010 | 1 |
| Baylor College Of Medicine- Bayer Clinic And Hospital | Houston, TX | Jan 2009 - Jun 2009 | < 1 |
| The Methodist Hospital Physician Organization | Houston, TX | Oct 2007 - Jan 2009 | 1 |
| Triumph Healthcare | Houston, TX | Jan 2006 - Oct 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- TX
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Total Assets Under Management236,390MILLIONS
-
Total Number of Accounts619,100ACCOUNTS
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Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
- Other
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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