Jacob Shubert (CRD# 7691834) is an Investment Advisor Representative working at Hardy & Hardy Co LLC in Lima, OH and has 1 year of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 2334231
Osaic Wealth, Inc.
CRD# 6497235
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Lima, OH | Aug 2023 - Current | < 1 |
| Hardy & Hardy Co LLC | Lima, OH | Jul 2023 - Current | < 1 |
| The O.n. Equity Sales Company | Cincinnati, OH | Jan 2023 - Aug 2023 | < 1 |
| United States Military ( Army) | Fort Hood, TX | Aug 2018 - Dec 2022 | 4 |
| Tanasi Bar And Grill | Loudon, TN | Sep 2017 - Aug 2018 | < 1 |
| Cracker Barrell | Lenior City, TN | Aug 2017 - Sep 2017 | < 1 |
| Watercolor Beach Club | Santa Rosa Beach, FL | May 2017 - Aug 2017 | < 1 |
| Student | Sweetwater, TN | Jul 2016 - Aug 2017 | 1 |
| Shoe Show | Lenior City, TN | May 2016 - Jul 2016 | < 1 |
| Food Lion | Loudon, TN | Sep 2015 - May 2016 | < 1 |
| Student | Sweetwater, TN | Jan 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- OH
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts165ACCOUNTS
-
Average Account Value$1,111,342
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
OH
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