Jake Von Halle (CRD# 6961701) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Little Falls, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Financial Securities | Little Falls, NJ | May 2021 - Current | 2 |
Von Halle Brokerage Group | Little Falls, NJ | Apr 2021 - Current | 3 |
Park Avenue Securities, LLC | New York, NY | Feb 2020 - Apr 2021 | 1 |
Guardian Life Insurance Co Of America | New York, NY | Jun 2018 - Apr 2021 | 2 |
Unemployed | New York, NY | Apr 2018 - Jun 2018 | < 1 |
Slice | New York, NY | Sep 2017 - Apr 2018 | < 1 |
Unemployed | Ridgewood, NJ | May 2017 - Sep 2017 | < 1 |
Tulane University | New Orleans, LA | Aug 2013 - May 2017 | 3 |
Foliodynamix | Secaucus, NJ | Jun 2016 - Aug 2016 | < 1 |
Josh Gottheimer For Congress | Ridgewood, NJ | Jun 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- NJ
-
Total Assets Under Management4,483MILLIONS
-
Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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