Jacob Whitaker (CRD# 7255805) is an Investment Advisor Representative working at Mariner Independent in Sacramento, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Sacramento, CA | Feb 2021 - Current | 3 |
| Mariner Independent Advisor Network, LLC | Sacramento, CA | May 2020 - Current | 4 |
| The Financial Services Network | Sacramento, CA | May 2020 - Jan 2021 | < 1 |
| Whitaker & Associates | Sacramento, CA | Jan 2020 - May 2020 | < 1 |
| Gt Auto Lounge | Rancho Cordova, CA | Jul 2019 - Dec 2019 | < 1 |
| Loyola Marymount University | Los Angeles, CA | Jan 2017 - May 2019 | 2 |
| Capitol Advocacy | Sacramento, CA | May 2017 - Aug 2017 | < 1 |
| Student At Loyoyla Marymount University(unemployed) | Los Angeles, CA | Jan 2017 - May 2017 | < 1 |
| Unemployed | Sacramento, CA | Aug 2016 - Dec 2016 | < 1 |
| Intel Corperation | Folsom, CA | May 2016 - Aug 2016 | < 1 |
| Whitaker & Assocciates | Sacramento, CA | Jan 2016 - May 2016 | < 1 |
| Full Time Student(unemployed) - Study Abroad Torino | Torino, | Aug 2015 - Dec 2015 | < 1 |
| Whitaker & Associates, Inc. | Sacramento, CA | Jul 2014 - Aug 2015 | 1 |
| High School Student(unemployed) | Elk Grove, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
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Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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