Jacob ReidCRD 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 14 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Capital Insight Partners, LLC||Livermore, CA||Jan 2014 - Current||2|
|Flynn Associates Insurance Brokerage||Livermore, CA||Jan 2014 - Current||2|
|Pomme Cannelle Paris||Oakland, CA||Nov 2013 - Current||3|
|Genworth Financial Insurance||Pleasanton, CA||Apr 2013 - Current||3|
|Guardian Life Ins Co||San Ramon, CA||Apr 2013 - Current||3|
|Ash Brokerage||Fort Wanye, IN||Jan 2013 - Current||3|
|Foothill Securities, Inc.||Livermore, CA||Mar 2010 - Current||6|
|Livermore-pleasanton Elks Lodge||Livermore, CA||Jan 2006 - Current||10|
|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|
Total Assets Under Management1,158MILLIONS
Total Number of Accounts6,953ACCOUNTS
Average Account Value$166,522
- 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)
- Publication of periodicals or newsletters
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