Jacob GodfreyCRD Number: 5492639
Current Firm: Waddell & Reed
Jacob Godfrey (CRD# 5492639) is an Investment Advisor Representative working at Waddell & Reed in Maitland, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Various Insurance Carriers For W&r Insurance Agencies||Oviedo, FL||Sep 2014 - Current||3|
|Waddell & Reed Inc.||Maitland, FL||Sep 2014 - Current||3|
|Unemployed||Oviedo, FL||Jun 2014 - Sep 2014||< 1|
|Trustmont Financial Group, Inc.||Greensburg, PA||Jun 2011 - Jun 2014||3|
|Nav Advisors, LLC||Orlando, FL||Jun 2010 - Jun 2014||4|
|Mcinerney Investment Advisory Services Inc.||Orlando, FL||Jan 2004 - Jun 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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