Jacob Wuest (CRD# 7670105) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Hills, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Aliso Viejo, CA | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aliso Viejo, CA | Oct 2020 - Current | 3 |
| Pavilions | Mission Viejo, CA | Jul 2005 - Oct 2022 | 17 |
| Wells Fargo | Irvine, CA | Apr 2019 - Oct 2020 | 1 |
| Krav Maga Of Orange County | Mission Viejo, CA | Jun 2015 - Apr 2019 | 3 |
| California State University Fullerton | Fullerton, CA | Aug 2016 - Dec 2018 | 2 |
| Saddleback Community College | Mission Viejo, CA | Jan 2008 - Aug 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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