Scott JacobCRD Number: 4628123
Current Firm: Park Avenue Securities LLC
Scott Jacob (CRD# 4628123) is an Investment Advisor Representative working at Park Avenue Securities LLC in Milford, CT and has over 12 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Park Avenue Securities||Milford, CT||Jul 2014 - Current||2|
|Guardian Life Ins||Milford, CT||Jul 2014 - Current||2|
|Park Avenue Securities||Madison, CT||Jun 2014 - Jul 2014||< 1|
|Guardian Life Ins||Madison, CT||Mar 2014 - Jul 2014||< 1|
|Oneamerica Securities||Stratford, CT||Oct 2010 - Jun 2014||3|
|American United Life||Stratford, CT||Sep 2010 - Jun 2014||3|
|Mml Investors Services Inc.||New York, NY||Feb 2008 - Oct 2010||2|
|Massmutual||New York, NY||Jan 2008 - Oct 2010||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV