Jacob Bunch (CRD# 7611631) is an Investment Advisor Representative working at Private Advisor Group, LLC in Sevierville, TN and has 1 year of experience in the finance industry.
CRD# 4511877
Ubs Financial Services Inc.
CRD# 3081345
Alexander Advisory Services, LLC
CRD# 2266008
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | Mar 2023 - Current | 1 |
| Lpl Financial, LLC | Sevierville, TN | Aug 2022 - Current | 1 |
| Private Advisor Group | Sevierville, TN | Aug 2022 - Current | 1 |
| Bunch Family Holdings, LLC | Bean Station, TN | May 2022 - Current | 1 |
| Haslam College Of Business - University Of Tennessee | Knoxville, TN | Jan 2020 - May 2022 | 2 |
| Maryville College - Bonner Scholar | Maryville, TN | Aug 2018 - Jan 2020 | 1 |
| Emerald Youth Foundation | Knoxville, TN | Aug 2018 - Jan 2020 | 1 |
| Helen Ross Mcnabb Center | Maryville, TN | Aug 2018 - Jan 2020 | 1 |
| Holts, LLC | Bean Station, TN | Jan 2016 - Aug 2018 | 2 |
| Grainger County Schools | Bean Station, TN | Aug 2012 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- TN
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Educational seminars/workshops
- Other
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, WY
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