Scott Jacob, financial advisor Milford CT
96 score

Scott Jacob

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Scott J. Jacob
Phone Number: 1-888-600-4667
Registered State(s):
  • CT
  • VA
  • NV
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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