Jacob Hanley, financial advisor Williston VT
93 score

Jacob Hanley

CRD Number: 5595945
Current Firm: People's Securities, Inc.

Jacob Hanley (CRD# 5595945) is an Investment Advisor Representative working at People's Securities, Inc. in Williston, VT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
People's Securities, Inc. Bridgeport, CT Oct 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic, CT Apr 2011 - Oct 2015 4
Bank Of America, N.a. Mystic, CT Apr 2011 - Oct 2015 4
Ameriprise Financial Services, Inc. Mystic, CT Jan 2009 - Apr 2011 2
Abbott's Lobster Inc. Noank, CT Jun 2000 - Oct 2009 9
Mystic Pizza Food Company Noank, CT Sep 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Jacob M. Hanley
Phone Number: 1-800-392-3009
Registered State(s):
  • CT
  • VT
By the Numbers
  • Total Assets Under Management
    687
    MILLIONS
  • Total Number of Accounts
    882
    ACCOUNTS
  • Average Account Value
    $778,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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