Jacob
Storms
Facet
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About this Advisor
Jacob Storms is a financial advisor based in Phoenix, Arizona, working with Facet. Jacob has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, and Facet Wealth. Jacob has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Jacob is part of Facet, which operates out of Phoenix, Arizona. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$2,544,660,518
234
24,977
$101,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Storms Work History
Facet Wealth
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Servives, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Jacob Storms to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Facet
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Brooklyn, NY
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Baltimore, MD
Baltimore, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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