Jacob Rivas, financial advisor San Antonio TX
92 score

Jacob Rivas

CRD Number: 6044799
Current Firm: Commonwealth Financial Network

Jacob Rivas (CRD# 6044799) is an Investment Advisor Representative working at Commonwealth Financial Network in San Antonio, TX and has over 3 years of experience in the finance industry. Jacob Rivas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
I*financial San Antonio, TX Jun 2013 - Current 3
Commonwealth Financial Network Waltham, MA Jun 2013 - Current 3
Massmutual Southwest Financial Group Lubbock, TX Apr 2012 - May 2013 1
Texas Tech University Lubbock, TX May 2011 - May 2013 2
American State Bank Lubbock, TX Jun 2011 - Mar 2012 < 1
American Star Energy & Minerals Corporation Amarillo, TX Aug 2009 - May 2011 1
West Texas A&m University Canyon, TX Aug 2008 - May 2011 2
Lubbock Independent School District Lubbock, TX Aug 1994 - May 2008 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Jacob G. Rivas
Phone Number: 781-736-0700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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