Jacob StraseskeCRD Number: 6510792
Current Firm: Russell Investments
Jacob Straseske (CRD# 6510792) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 6 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Russell Investments||Seattle, WA||Nov 2018 - Current||2|
|Wells Fargo Funds Distributor, LLC||Menomonee Falls, WI||Jun 2015 - Nov 2018||3|
|Wells Fargo Home Mortgage||Milwaukee, WI||Nov 2009 - Jun 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2015|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management43,813MILLIONS
Total Number of Accounts52,624ACCOUNTS
Average Account Value$832,565
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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