Howard Jacobs (CRD# 5580557) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Indian Land, SC and has over 8 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Charlotte, NC | Jun 2021 - Current | 2 |
| The Prudential Insurance Company Of America | Charlotte, NC | Dec 2018 - Jun 2021 | 2 |
| Pruco Securities LLC | Charlotte, NC | Dec 2018 - Jun 2021 | 2 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2018 - Nov 2018 | < 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jun 2018 - Nov 2018 | < 1 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jun 2018 - Nov 2018 | < 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Indian Land, SC | Aug 2017 - Jun 2018 | < 1 |
| Edward Jones | St Louis, MO | Feb 2017 - Aug 2017 | < 1 |
| Unemployed | Indian Island, SC | Nov 2016 - Feb 2017 | < 1 |
| Bank Of America, N.a. | Charleston, SC | Aug 2015 - Oct 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston, SC | Mar 2015 - Oct 2016 | 1 |
| Crump Insurance | Charlotte, NC | Aug 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.