Joel JacobsCRD Number: 5577285
Current Firm: Quantum Financial Partners LLC
Joel Jacobs (CRD# 5577285) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Quantum Financial Partners LLC||Overland Park, KS||Feb 2015 - Current||3|
|Wells Fargo Advisors LLC||Omaha, NE||May 2009 - Feb 2015||5|
|Wachovia Securities||Omaha, NE||Jul 2008 - May 2009||< 1|
|Self Employed||Omaha, NE||Aug 2006 - Jun 2008||1|
|Impulse Pottery||Omaha, NE||May 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management74MILLIONS
Total Number of Accounts350ACCOUNTS
Average Account Value$211,429
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
KS, MO, NE, TX