Jacob Roberts (CRD# 7153575) is an Investment Advisor Representative working at Huntington Financial Advisors in Huntington, WV and has over 4 years of experience in the finance industry.
CRD# 4418119
Osaic Wealth, Inc.
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Raymond James & Associates, Inc.
CRD# 6111504
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington National Bank | Huntington, WV | Dec 2023 - Current | < 1 |
| The Huntington Investment Company | Columbus, OH | Jan 2022 - Current | 2 |
| The Huntington National Bank | Charleston, WV | Jan 2022 - Dec 2023 | 1 |
| The Huntington National Bank | Huntington, WV | Feb 2020 - Jan 2022 | 1 |
| The Huntington Investment Company | Columbus, OH | Feb 2020 - Jan 2022 | 1 |
| The Huntington Investment Company | Huntington, WV | Sep 2019 - Feb 2020 | < 1 |
| Huntington National Bank | Huntington, WV | Jul 2016 - Feb 2020 | 3 |
| Unemployed | Unemployed, WV | Jun 2016 - Jul 2016 | < 1 |
| Security Alarm Now | Huntington, WV | Jan 2016 - May 2016 | < 1 |
| Glenn's Sporting Goods | Huntington, WV | Oct 2013 - Jan 2016 | 2 |
| Marshall University | Huntington, WV | Aug 2010 - Dec 2015 | 5 |
| American Foundation For The Blind | Huntington, WV | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- WV
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- 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)
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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