Jacob Ferry (CRD# 7541338) is an Investment Advisor Representative working at Mariner Independent in Westlake Village, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Platform Solutions | Agoura Hills, CA | Nov 2023 - Current | < 1 |
Total Wealth Services | Agoura Hills, CA | Jun 2023 - Current | < 1 |
American General Life Insurance | Woodland Hills, CA | Apr 2022 - Jun 2023 | 1 |
Aig Capital Services, Inc. | Woodland Hills, CA | Apr 2022 - Jun 2023 | 1 |
Unemployed | West Hills, CA | Jul 2020 - Mar 2022 | 1 |
Hy-max Construction | Los Angeles, CA | Jun 2019 - Jun 2020 | 1 |
Tim Schneider Construction | Los Angeles, CA | Apr 2018 - May 2019 | 1 |
Unemployed | West Hills, CA | Oct 2017 - Mar 2018 | < 1 |
Epic Studios | Los Angeles, CA | May 2017 - Oct 2017 | < 1 |
University Of Arizona | Tucson, AZ | Sep 2014 - May 2017 | 2 |
Fpk Security | Santa Clarita, CA | May 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2022 |
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
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Total Assets Under Management4,346MILLIONS
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Total Number of Accounts8,802ACCOUNTS
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Average Account Value$493,709
- A percentage of assets under your management
- Hourly charges
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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