![Jacob Coffee, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
Jacob Coffee (CRD# 7444048) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 3 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
![Leon Abbas, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1158688
Townsend Asset Management Corp.
![Scott Abee, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Durham, NC | Sep 2021 - Current | 2 |
Unemployed | Greenville, NC | Jul 2021 - Sep 2021 | < 1 |
Pnc Bank | Greenville, NC | May 2021 - Jul 2021 | < 1 |
Unemployed | Greenville, NC | Jan 2021 - May 2021 | < 1 |
State Employee's Credit Union | Winterville, NC | Jan 2020 - Jan 2021 | 1 |
Unemployed | Greenville, NC | Jun 2019 - Jan 2020 | < 1 |
East Carolina University | Greenville, NC | Aug 2016 - Jun 2019 | 2 |
Unemployed | Greenville, NC | Jun 2016 - Aug 2016 | < 1 |
Jersey Mike's Subs | Fuquay Varina, NC | Aug 2015 - Jun 2016 | < 1 |
Wake Technical Community College | Raleigh, NC | Oct 2014 - Aug 2015 | < 1 |
Taco Bell | Fuquay Varina, NC | Jun 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
S63 | Uniform Securities State Law Examination | Jan 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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