Jacob GleasonCRD Number: 6996957
Current Firm: Securities America Advisors, Inc.
Jacob Gleason (CRD# 6996957) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 3 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Hnp Capital LLC
|Securities America, Inc.||Webster, NY||Nov 2020 - Current||2|
|Securities America Advisors||Webster, NY||Nov 2020 - Current||2|
|Equitable Advisors, LLC||New York, NY||Dec 2018 - Nov 2020||1|
|Axa Advisors, LLC||New York, NY||Dec 2018 - Jun 2020||1|
|Dipaolo's Restaurant And Banquet Facility||Blasdell, NY||Feb 2019 - Mar 2019||< 1|
|Pittsford Sutherland School District||Pittsford, NY||Aug 2017 - Nov 2018||1|
|Brierwood Country Club||Hamburg, NY||Jul 2013 - Jul 2018||5|
|Nazareth College||Rochester, NY||Aug 2015 - May 2018||2|
|Frontier Central Schools||Hamburg, NY||Sep 2002 - Jun 2015||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- 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)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.