Jacob Cygan (CRD# 7813978) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Wealth Securities, LLC | Jacksonville, FL | Apr 2024 - Current | < 1 |
| Florida Financial Advisors | Jacksonville, FL | Sep 2023 - Current | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2019 - Jun 2023 | 3 |
| Strategic Wealth Partners | Walnut Creek, CA | May 2022 - Aug 2022 | < 1 |
| Bridges Restaurant | Danville, CA | May 2021 - Jul 2021 | < 1 |
| Turbo Machinery Repair Inc. | Richmond, CA | May 2019 - Aug 2019 | < 1 |
| San Ramon Valley Highschool | Danville, CA | Jul 2018 - May 2019 | < 1 |
| De La Salle Highschool | Concord, CA | Jun 2015 - Jul 2018 | 3 |
| Homegoods | San Ramon, CA | May 2016 - Aug 2016 | < 1 |
| St. Isidore's | Danville, CA | Aug 2007 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- FL
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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