Jacob Sansom (CRD# 6461077) is an Investment Advisor Representative working at Corecap Advisors in Columbus, OH and has over 8 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corecap Advisors, LLC | Southfield, MI | Jan 2018 - Current | 6 |
| Corecap Investments, LLC | Southfield, MI | Jan 2018 - Current | 6 |
| Cooper And Adel Financial | Centerburg, OH | Dec 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfeild, IA | Jun 2015 - Dec 2017 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2015 - Dec 2017 | 2 |
| S & D Capital | Oregon, OH | Apr 2015 - Dec 2017 | 2 |
| First Federal Bank Of The Midwest | Oregon, OH | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
| S63 | Uniform Securities State Law Examination | Jul 2015 |
- CA
- DC
- FL
- IL
- IN
- KY
- LA
- NC
- OH
- PA
- SC
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Total Assets Under Management2,467MILLIONS
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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