Jacob Bracken (CRD# 7021415) is an Investment Advisor Representative working at Green Street in Newport Beach, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Green Street Advisors, LLC | Newport Beach, CA | Oct 2019 - Current | 4 |
| Td Ameritrade Institutional | San Diego, CA | Sep 2018 - Oct 2019 | 1 |
| Prep Kitchen Little Italy | San Diego, CA | Aug 2016 - Oct 2019 | 3 |
| Stone Brewery Liberty Station | San Diego, CA | Apr 2016 - Oct 2018 | 2 |
| San Diego State University | San Diego, CA | Sep 2015 - May 2017 | 1 |
| Social | Costa Mesa, CA | Jul 2014 - Sep 2015 | 1 |
| Orange Coast College | Costa Mesa, CA | Aug 2011 - May 2015 | 3 |
| Chefs' Toys | Fountain Valley, CA | Mar 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
CA, TX
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