Jacob GardnerCRD Number: 6714759
Current Firm: Tfo-tdc, LLC
Jacob Gardner (CRD# 6714759) is an Investment Advisor Representative working at Tfo-tdc, LLC in Maumee, OH and has over 5 years of experience in the finance industry.
Bollin Wealth Management, LLC
|Tfo-tdc, LLC||Maumee, OH||Jan 2019 - Current||2|
|Tfo-tdc, LLC||Maumee, OH||Sep 2018 - Jan 2019||< 1|
|Washington Avenue Advisors||Lansing, MI||Jul 2017 - Sep 2018||1|
|Jackson National Life Distributors LLC||Franklin, TN||Oct 2016 - Jul 2017||< 1|
|Indepence Village Of Waterstone||Oxford, MI||Jun 2016 - Sep 2016||< 1|
|Hillsdale College||Hillsdale, MI||Sep 2013 - Jun 2016||2|
|Palace Sports & Entertainment||Auburn Hills, MI||Jun 2014 - Aug 2014||< 1|
|Oakhurst Country Club||Clarkston, MI||Jun 2012 - Aug 2013||1|
|Lake Orion High School||Lake Orion, MI||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2016|
|S65||NASAA Investment Advisors Law Examination||Jan 2019|
Total Assets Under Management2,899MILLIONS
Total Number of Accounts3,873ACCOUNTS
Average Account Value$748,630
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, WA
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