Katherine Jacobs (CRD# 7553358) is an Investment Advisor Representative working at Pathfinder Financial Services, LLC in Kailua, HI and has 1 year of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self-employed | Los Angeles, CA | Jan 2021 - Current | 3 |
| Unemployed | Kailua, HI | May 2020 - Dec 2020 | < 1 |
| University Of Southern California | Los Angeles, CA | Aug 2016 - May 2020 | 3 |
| Kailua Cinemas | Kailua, HI | May 2018 - Aug 2019 | 1 |
| University Of Southern California | Los Angeles, CA | May 2017 - May 2018 | 1 |
| Le Jardin Academy | Kailua, HI | Jun 2016 - Jul 2017 | 1 |
| Hippy Chic Designs | Kailua, HI | Apr 2016 - Aug 2016 | < 1 |
| Le Jardin Academy | Kailua, HI | Jan 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- HI
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$513,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
HI
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