Jacob WaldmanCRD Number: 6205396
Current Firm: Mcadam LLC
Jacob Waldman (CRD# 6205396) is an Investment Advisor Representative working at Mcadam LLC in Jersey City, NJ and has over 4 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Current||3|
|Mcadam, LLC||Jersey City, NJ||Oct 2014 - Current||3|
|Pharma Advisers||Boston, MA||Aug 2014 - Current||3|
|Mcadam Financial Group||Boston, MA||Jul 2014 - Oct 2014||< 1|
|Ing Financial Partners||Boston, MA||Jun 2013 - Oct 2014||1|
|Marblehead Yacht Club||Marblehead, MA||May 2006 - Aug 2013||7|
|Boston University||Boston, MA||Sep 2009 - May 2013||3|
|Agganis Arena||Boston, MA||Sep 2009 - May 2013||3|
|Nai Hunneman Commercial Real Estate||Boston, MA||Sep 2012 - Dec 2012||< 1|
|Gann Academy; The New Jewish High School Of Greater Boston||Walthm, MA||Sep 2005 - Sep 2009||4|
|Mrw Mechanical||Marblehead, MA||May 2006 - Aug 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management186MILLIONS
Total Number of Accounts2,434ACCOUNTS
Average Account Value$76,497
- 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)
CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
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