Jacob Bracken, financial advisor Newport Beach CA

Jacob Bracken

CRD Number: 7021415
Current Firm: Green Street

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.

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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
Contact Info for Jacob T. Bracken
Phone Number: 949-640-8780
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


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