Jacob SamuelsCRD Number: 6192304
Current Firm: Kelman Lazarov Inc.
Jacob Samuels (CRD# 6192304) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has 1 year of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Kelman-lazarov Inc.||Memphis, TN||Apr 2013 - Current||3|
|Samuels Furniture Company||Memphis, TN||Jun 2006 - Mar 2013||6|
|University Of Memphis||Memphis, TN||Jun 2006 - Dec 2010||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management319MILLIONS
Total Number of Accounts887ACCOUNTS
Average Account Value$359,380
- 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
- Educational seminars/workshops
AL, AR, CA, FL, GA, LA, MI, MS, TN, TX, VA