Jacob EtlerCRD Number: 7121091
Current Firm: Rockefeller Capital Management
Jacob Etler (CRD# 7121091) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|Rockefeller & Company||Cincinnati, OH||Sep 2021 - Current||1|
|Rockefeller Financial LLC||Cincinnati, OH||Sep 2021 - Current||1|
|Fifth Third Bank||Florence, KY||Jun 2020 - Sep 2021||1|
|Fidelity Brokerage Services, LLC||Covington, KY||May 2019 - Jun 2020||1|
|Georgetown College||Georgetown, KY||Aug 2015 - May 2019||3|
|Mutual Of Omaha||Lexington, KY||Feb 2019 - Apr 2019||< 1|
|Beechwood Independent Schools||Fort Mitchell, KY||Jun 2015 - Jan 2019||3|
|Hansel Contracting||Fort Mitchell, KY||May 2018 - Aug 2018||< 1|
|Iatse Local 5||Cincinnati, OH||May 2016 - Aug 2018||2|
|Beechwood High School||Fort Mitchell, KY||May 2009 - May 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2019|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management28,680MILLIONS
Total Number of Accounts34,517ACCOUNTS
Average Account Value$830,908
- A percentage of assets under your management
- 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)
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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