Jacob Hyland (CRD# 7402507) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Jun 2021 - Current | 2 |
| The University Of Kentucky | Lexington, KY | Aug 2017 - May 2021 | 3 |
| Full Time Student | Lexington, KY | Jan 2011 - May 2021 | 10 |
| Lifetime Financial Growth | Lexington, KY | May 2020 - Dec 2020 | < 1 |
| Keene Trace Golf Club | Lexington, KY | May 2019 - May 2020 | 1 |
| Landscape Workshop | Lexington, KY | May 2018 - Sep 2018 | < 1 |
| Bluegrass Hospitality Group | Lexington, KY | May 2016 - Aug 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- GA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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
- 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, VT, WA, WI, WV, WY
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