Jacob Reid, financial advisor Santa Clara CA
93 score

Jacob Reid

CRD Number: 3145574
Current Firm: Foothill Securities, Inc.

Jacob Reid (CRD# 3145574) is an Investment Advisor Representative working at Foothill Securities, Inc. in Santa Clara, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Insight Partners, LLC Livermore, CA Jan 2014 - Current 3
Flynn Associates Insurance Brokerage Livermore, CA Jan 2014 - Current 3
Pomme Cannelle Paris Oakland, CA Nov 2013 - Current 4
Genworth Financial Insurance Pleasanton, CA Apr 2013 - Current 4
Guardian Life Ins Co San Ramon, CA Apr 2013 - Current 4
Ash Brokerage Fort Wanye, IN Jan 2013 - Current 4
Foothill Securities, Inc. Livermore, CA Mar 2010 - Current 7
Livermore-pleasanton Elks Lodge Livermore, CA Jan 2006 - Current 11
Sterne Agee Financial Services, Inc. Livermore, CA Aug 2009 - Feb 2010 < 1
Emmett A. Larkin Company, Inc. Livermore, CA Aug 2001 - Sep 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Jacob J. Reid
Phone Number: 650-625-9701
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,158
    MILLIONS
  • Total Number of Accounts
    6,953
    ACCOUNTS
  • Average Account Value
    $166,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

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

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