Jacob Dey (CRD# 5831828) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Vernon, WA and has over 13 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 2375862
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Mount Vernon, WA | Nov 2018 - Current | 5 |
| Edward A Dey Inc. Dba The Dey Company | Mt. Vernon, WA | Jun 2003 - Current | 20 |
| Sii - John Hancock | Lafayette, CA | Jun 2018 - Nov 2018 | < 1 |
| Signator Investors, Inc. | Mount Vernon, WA | Dec 2015 - Nov 2018 | 2 |
| Signator Financial Services, Inc. | Bellevue, WA | Jan 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- WA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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