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 10 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||5|
|Bel Air Securities LLC||Los Angeles, CA||Jul 2012 - Current||5|
|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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