Jacob Myers (CRD# 7064183) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Newtown Square, PA | Jul 2019 - Current | 4 |
| Mass Mutual Life Insurance Co | Newtown Square, PA | Jul 2019 - Current | 4 |
| Spaz Beverage | West Chester, PA | Sep 2018 - Aug 2021 | 2 |
| Ororke's Irish Pub | Gettysburg, PA | May 2016 - Jul 2019 | 3 |
| West Chester University Recreation Center | West Chester, PA | Aug 2016 - Oct 2018 | 2 |
| Cintas First Aid And Safety Division | Conshohocken, PA | Jun 2018 - Aug 2018 | < 1 |
| West Chester University | West Chester, PA | Jan 2016 - May 2016 | < 1 |
| Gettysburg Ghost Lab | Gettysburg, PA | May 2014 - May 2016 | 2 |
| Pac Sun | Gettysburg, PA | Nov 2015 - Jan 2016 | < 1 |
| Unemployed | West Chester, PA | Aug 2015 - Nov 2015 | < 1 |
| Freckled Radish | New Oxford, PA | Jan 2015 - Aug 2015 | < 1 |
| Gettysburg College Bullet Hole | Gettysburg, PA | Aug 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- PA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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