Jacob Oliver (CRD# 7341902) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 3 years of experience in the finance industry.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 3260878
Pnc Investments
CRD# 4132899
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Designs | Kokomo, IN | Apr 2023 - Current | 1 |
| Ob Properties, LLC | Nobleboro, ME | Jan 2023 - Current | 1 |
| Startpoint Realty | Nobleboro, ME | Mar 2022 - Current | 2 |
| Town Of Nobleboro, Me | Nobleboro, ME | Mar 2022 - Current | 2 |
| Oliver Investments, LLC | Damariscotta, ME | May 2021 - Current | 3 |
| Oliver Woodworking & Design | Nobleboro, ME | May 2019 - Current | 5 |
| Foundations Investment Advisors LLC | Phoenix, AZ | Apr 2021 - Apr 2023 | 2 |
| Lash Realty Group | Waldoboro, ME | May 2019 - Mar 2022 | 2 |
| Breakwater Vineyards | Owls Head, ME | Dec 2010 - Jul 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- ME
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Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Educational seminars/workshops
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