Jacob Adams (CRD# 7123327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Simons Island, GA and has 1 year of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 6300746
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2022 - Current | 1 |
| Lighthouse Financial Advisors, LLC | St. Simons Island, GA | May 2022 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2019 - Current | 5 |
| Unemployed/college | Tuscaloosa, AL | Aug 2021 - May 2022 | < 1 |
| Lighthouse Financial Advisors, LLC | St. Simons Island, GA | May 2021 - Aug 2021 | < 1 |
| Unemployed/college | Tuscaloosa, AL | Aug 2020 - May 2021 | < 1 |
| Lighthouse Financial Advisors, LLC | St. Simons Island, GA | May 2020 - Aug 2020 | < 1 |
| Unemployed/ College | Tuscaloosa, AL | Aug 2019 - May 2020 | < 1 |
| Lighthouse Financial Advisors, LLC | St. Simons Island, GA | May 2019 - Aug 2019 | < 1 |
| Unemployed/ College | Tuscaloosa, AL | May 2017 - May 2019 | 2 |
| Snowy Rolls | Alpharetta, GA | Mar 2017 - May 2017 | < 1 |
| Unemployed/ In School | Suwanee, GA | Jan 2012 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- GA
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Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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