Jacob Carrier (CRD# 7115214) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 4 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barkman Honey | Victor, NY | Dec 2021 - Current | 2 |
| Pfs Investments Inc. | Canandaigua, NY | May 2019 - Current | 5 |
| Primerica Financial Services | Canandaigua, NY | Sep 2018 - Current | 5 |
| Hms Host | Clifton Springs, NY | May 2017 - Current | 7 |
| Rochester Institute Of Technology | Rochester, NY | Aug 2016 - May 2017 | < 1 |
| Carrols | Newark, NY | May 2015 - May 2017 | 2 |
| Newark High School | Newark, NY | Sep 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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