Robert JacobCRD Number: 1879202
Current Firm: Wells Fargo Advisors, LLC
Robert Jacob (CRD# 1879202) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Wichita, KS and has over 28 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors LLC||Wichita, KS||Jul 2012 - Current||5|
|Stifel, Nicolaus & Company, Incorporated||Wichita, KS||Dec 1992 - Jul 2012||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S65||NASAA Investment Advisors Law Examination||May 2006|
- Customer Dispute
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)