Jacob Wilson (CRD# 7064500) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in Apex, NC and has over 5 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Water Captial Management, LLC | Holly Springs, NC | Jan 2019 - Current | 5 |
Laborie | Mississauga, | Aug 2016 - Current | 7 |
Option Care | Buffalo Grove, IL | Mar 2016 - Aug 2016 | < 1 |
Stryker Corporation | Kalamazoo, MI | Aug 2008 - Feb 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- NC
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts374ACCOUNTS
-
Average Account Value$310,023
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NC, TX
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