Jacob Meisch, financial advisor Sacramento CA
93 score

Jacob Meisch

CRD Number: 5403270
Current Firm: Wells Fargo Advisors, LLC

Jacob Meisch (CRD# 5403270) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sacramento, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Sacramento, CA May 2009 - Current 7
Wachovia Securities, LLC Sacramento, CA Aug 2007 - May 2009 1
World Savings Bank Sacramento, CA Oct 2006 - Jul 2007 < 1
Save Mart Supermarkets Lodi, CA Jul 2003 - Nov 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jacob A. Meisch
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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