Weston Jacob (CRD# 7382027) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Owensboro, KY and has 1 year of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 4936894
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5083928
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Robert W. Baird | Bowling Green / Owensboro, KY | May 2021 - Current | 3 |
Full Time Student | Bowling Green, KY | Aug 2020 - May 2021 | < 1 |
Full Time Student | Bowling Green, KY | Aug 2019 - May 2020 | < 1 |
Barbara Stewart Interior Design | Bowling Green, KY | Dec 2019 - Mar 2020 | < 1 |
Hunter Douglas | Owensboro, KY | May 2019 - Aug 2019 | < 1 |
Full Time Student | Bowling Green, KY | Aug 2018 - May 2019 | < 1 |
Hunter Douglas | Owensboro, KY | May 2018 - Aug 2018 | < 1 |
Full Time Student | Bowling Green, KY | Aug 2017 - May 2018 | < 1 |
Donatos Pizza | Owensboro, KY | Jan 2017 - Aug 2017 | < 1 |
Unemployed | Owensboro, KY | Aug 2015 - Jan 2017 | 1 |
Immaculate Parrish | Owensboro, KY | May 2015 - Aug 2015 | < 1 |
Unemployed | Owensboro, KY | Jan 2012 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- KY
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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