Jacob Fuller (CRD# 6796217) is an Investment Advisor Representative working at Citizens Securities, Inc. in Monroeville, PA and has over 6 years of experience in the finance industry. Jacob Fuller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Erie, PA | Dec 2020 - Current | 3 |
| Edward Jones | St Louis, MO | Aug 2018 - Dec 2020 | 2 |
| The Huntington Investment Company | Columbus, OH | May 2017 - Aug 2018 | 1 |
| Huntington National Bank | Erie, PA | Jul 2016 - Aug 2018 | 2 |
| Penn State Erie-behrend College | Erie, PA | Sep 2012 - May 2016 | 3 |
| Delta Sonic Car Wash | Erie, PA | Jul 2011 - May 2016 | 4 |
| Banker's Life | Erie, PA | May 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
| S63 | Uniform Securities State Law Examination | Jul 2017 |
- FL
- IL
- IN
- NY
- OH
- PA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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