Jacob Diroff (CRD# 7340009) is an Investment Advisor Representative working at Harwood Investment Strategies, LLC in Monroe, MI and has over 2 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unemployed | Monroe, MI | May 2020 - Current | 3 |
| Levelup Training | Monroe, MI | Jan 2018 - May 2020 | 2 |
| Unemployed | Monroe, MI | Aug 2017 - Jan 2018 | < 1 |
| Ricoh Americas Corp. | Auburn Hills, MI | Mar 2016 - Aug 2017 | 1 |
| Total Sports | Monroe, MI | May 2015 - Mar 2016 | < 1 |
| Saginaw Valley University | University Center, MI | Aug 2011 - May 2015 | 3 |
| Lowes | Monroe, MI | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- MI
- OH
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$246,756
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
MI, OH
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