Jacob Reid (CRD# 3145574) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Livermore, CA and has over 21 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Livermore, CA | Dec 2016 - Current | 7 |
| Securities America, Inc. | Livermore, CA | Dec 2016 - Current | 7 |
| Pomme Cannelle Paris | Oakland, CA | Nov 2013 - Current | 10 |
| Livermore-pleasanton Elks Lodge | Livermore, CA | Jan 2006 - Current | 18 |
| Capital Insight Partners, LLC | Livermore, CA | Jan 2014 - Dec 2016 | 2 |
| Foothill Securities, Inc. | Livermore, CA | Mar 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- CA
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
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