Jacob HorowitzCRD Number: 6669392
Current Firm: Wingate Wealth Advisors, Inc.
Jacob Horowitz (CRD# 6669392) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Wingate Wealth Advisors, Inc.||Lexington, MA||Oct 2017 - Current||4|
|Fidelity Brokerage Services LLC||Merrimack, NH||Jun 2016 - Sep 2017||1|
|Bryant University||Smithfield, RI||Sep 2015 - May 2016||< 1|
|Baycoast Bank||Swansea, MA||Jun 2015 - Aug 2015||< 1|
|Bryant University||Smithfield, RI||Sep 2014 - May 2015||< 1|
|Regal Cinemas||Swansea, MA||Jun 2010 - Sep 2014||4|
|Joseph Case High School||Swansea, MA||Sep 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
|S63||Uniform Securities State Law Examination||Sep 2016|
Total Assets Under Management1,089MILLIONS
Total Number of Accounts2,714ACCOUNTS
Average Account Value$401,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, TX, VT
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