Jacob Meis (CRD# 6028454) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Placentia, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Placentia, CA | May 2022 - Current | 2 |
| Bancwest Investment Services | Irvine, CA | Jan 2019 - May 2022 | 3 |
| Bank Of The West | Irvine, CA | Jan 2019 - May 2022 | 3 |
| Global Financial Data | San Juan Capistrano, CA | Oct 2018 - Jan 2019 | < 1 |
| Unemployed | Orange, CA | Mar 2018 - Sep 2018 | < 1 |
| Scottrade, Inc. | Irvine, CA | Apr 2014 - Mar 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- 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)
- Publication of periodicals or newsletters
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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