Jacob YatesCRD Number: 6306428
Current Firm: Securian Financial Services, Inc.
Jacob Yates (CRD# 6306428) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newark, DE and has over 3 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Securian Financial Services Inc.||St Paul, MN||Feb 2014 - Current||4|
|Minnesota Life Insurance Co||St Paul, MN||Feb 2014 - Current||4|
|Diamond State Financial||Newark, DE||Feb 2014 - Current||4|
|Medeast Post-op & Surgical||Mt. Laurel, NJ||May 2013 - May 2014||1|
|Rowan University||Glassboro, NJ||Aug 2010 - May 2013||2|
|College Works Painting||Gloucester County, NJ||Jan 2012 - Aug 2012||< 1|
|Plum Landscaping||Deptford, NJ||May 2010 - Aug 2011||1|
|Monmouth/ Rowan University||West Long Branch/ Glassboro, NJ||Aug 2009 - May 2010||< 1|
|Fazzio Steel||Washington Twp, NJ||Jan 2008 - Jul 2009||1|
|Gloucester Catholic||Gloucester, NJ||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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