Jacob Cornell (CRD# 6286359) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Port Charlotte, FL and has over 4 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial Inc. | Anaheim, CA | Jan 2020 - Current | 4 |
| Nav Advisors | Sarasota, FL | Apr 2019 - Jan 2021 | 1 |
| Arkadios Wealth Advisors | Atlanta, GA | Dec 2019 - Dec 2019 | < 1 |
| Arkadios Capital | Atlanta, GA | Dec 2019 - Dec 2019 | < 1 |
| Balance | Sarsota, FL | Jun 2014 - Apr 2019 | 4 |
| Morgan Stanley | Sarasota, FL | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- AR
- FL
- GA
- IL
- KY
- MA
- NH
- NJ
- NY
- NC
- OH
- PA
- RI
- VA
- WI
-
Total Assets Under Management5,212MILLIONS
-
Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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