Jacob KerwinCRD Number: 5619830
Current Firm: Wells Fargo Advisors Financial Network, LLC
Jacob Kerwin (CRD# 5619830) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors LLC||Minneapolis, MN||Jan 2011 - Current||6|
|Wells Fargo Investments, LLC||Minneapolis, MN||Nov 2008 - Jan 2011||2|
|Wells Fargo||Shoreview, MN||Nov 2006 - Nov 2008||2|
|Target||Saint Paul, MN||Jun 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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, 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