Jacob Hall, financial advisor Puyallup WA

Jacob Hall

CRD Number: 6279465
Current Firm: Pace Wealth Advisors

Jacob Hall (CRD# 6279465) is an Investment Advisor Representative working at Pace Wealth Advisors in Puyallup, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Prestige Home Mortgage Vancouver, WA Sep 2021 - Current 2
Hall Consulting, Llc Dba Pace Wealth Advisors Puyallup, WA Sep 2009 - Current 14
Ae Wealth Management, LLC Topeka, KS Jul 2018 - Jul 2021 3
Evergreen Home Loans Tacoma, WA Aug 2018 - Dec 2019 1
Park Avenue Securities Bothell, WA Jul 2016 - Jul 2018 2
Guardian Life Ins Bothell, WA Jun 2016 - Jun 2018 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2016 - May 2016 < 1
Northwestern Mutual Investment Services, LLC Tacoma, WA Jun 2015 - May 2016 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2015 - May 2016 1
Evergreen Home Loans Tacoma, WA Apr 2015 - Apr 2015 < 1
Us Bank Puyallup, WA May 2014 - Jan 2015 < 1
Waddell Reed Tacoma, WA Dec 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Sep 2017
Contact Info for Jacob E. Hall
Phone Number: (253) 286-0224
Registered State(s):
  • WA
Current Firm Details
Pace Wealth Advisors
Firm's CRD Number: 311924
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $537,179
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

WA

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