Jacob Mack (CRD# 4354369) is an Investment Advisor Representative working at Masters Legacy Planning in Linwood, NJ and has over 22 years of experience in the finance industry. Jacob Mack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mlp3, LLC | Linwood, NJ | Jun 2018 - Current | 5 |
| Commmonwealth Financial Network | Waltham, MA | Sep 2006 - Oct 2018 | 12 |
| Masters Legacy Planning, Inc. | Linwood, NJ | Sep 2006 - Jun 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- NJ
-
Total Assets Under Management214MILLIONS
-
Total Number of Accounts326ACCOUNTS
-
Average Account Value$657,753
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, NJ, NY, PA
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