Jacob See (CRD# 7554084) is an Investment Advisor Representative working at Newedge Advisors in Roselle, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Dec 2023 - Current | < 1 |
| Lpl Financial, LLC | Roselle, IL | May 2022 - Current | 1 |
| North Central College | Naperville, IL | Aug 2019 - May 2023 | 3 |
| Napa Auto Parts | Hampshire, IL | May 2020 - Aug 2021 | 1 |
| Hampshire High School | Hampshire, IL | Aug 2015 - Jun 2019 | 3 |
| Hampshire Middle School | Hampshire, IL | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- IL
-
Total Assets Under Management18,432MILLIONS
-
Total Number of Accounts62,249ACCOUNTS
-
Average Account Value$296,108
- 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)
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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