Jacob Rawlings, financial advisor Mclean VA
93 score

Jacob Rawlings

CRD Number: 5947033
Current Firm: Capital One Advisors, LLC

Jacob Rawlings (CRD# 5947033) is an Investment Advisor Representative working at Capital One Advisors, LLC in Mclean, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Capital One Investing, LLC Washington, DC May 2017 - Current < 1
Wells Fargo Bank, Na Arlington, VA Sep 2014 - Current 3
Wells Fargo Clearing Services, LLC Arlington, VA Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors, LLC Arlington, VA Sep 2014 - Nov 2016 2
Mcadam Financial Group Tysons Corner, VA Aug 2011 - Aug 2014 3
Ing Financial Partners, Inc. Tysons Corner, VA Jul 2011 - Aug 2014 3
Pinstripe Properties North Bethesda, MD Oct 2010 - Sep 2011 < 1
Unemployed Upper Marlboro, MD Jun 2011 - Jul 2011 < 1
University Of Maryland College Park, MD May 2006 - May 2011 5
Eastgate Liquors Lanham, MD Jan 2010 - Jan 2011 1
United States Bureau Of The Census Suitland, MD Jun 2006 - Oct 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Jacob R. Rawlings
Phone Number: 800-747-2537
Registered State(s):
  • CA
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $39,720
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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