Jacob Coleman (CRD# 3050994) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 25 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Continuum Advisory, LLC | Eagle, ID | Oct 2021 - Current | 2 |
| Wealth Management Associates | Eagle, ID | Oct 2021 - Current | 2 |
| Edward Jones | St Louis, MO | Jun 2015 - Current | 8 |
| Unemployed | Irvine, CA | Nov 2014 - Jun 2015 | < 1 |
| Capital Group | Los Angeles, CA | Apr 2001 - Nov 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- ID
- OR
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Total Assets Under Management1,292MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- 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, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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