Jacob HalladayCRD Number: 5369324
Current Firm: Bel Air Investment Advisors LLC
Jacob Halladay (CRD# 5369324) is an Investment Advisor Representative working at Bel Air Investment Advisors LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Bel Air Investment Advisors LLC||Los Angeles, CA||Jul 2012 - Current||4|
|Bel Air Securities LLC||Los Angeles, CA||Jul 2012 - Current||4|
|Georgetown Mcdonough School Of Business||Washington, DC||Aug 2010 - May 2012||1|
|Bank Of America, Na||Newport Beach, CA||Jan 2010 - Aug 2010||< 1|
|Merrill Lynch||Newport Beach, CA||Jun 2007 - Jan 2010||2|
|Unemployed||Provo, UT||Apr 2007 - Jun 2007||< 1|
|Student||Brigham Young, UT||Jul 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management6,711MILLIONS
Total Number of Accounts1,410ACCOUNTS
Average Account Value$4,759,724
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, CT, DE, FL, HI, ID, IL, IN, MA, MN, NJ, NV, NY, OR, TX, UT
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