Jacob
Ferdig
Mwa Financial Services Inc
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About this Advisor
Jacob Ferdig is a financial advisor based in Laguna Hills, California, working with Mwa Financial Services Inc. Jacob has previously held positions at Modern Woodmen Of America, 1886 Brewing Company, The District Lounge, Mod Pizza, Student At Dodge College Of Film And Media Arts, Men's Wearhouse, Lake Oswego High School, and Mwa Financial Services Inc. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Oregon. Currently, Jacob is part of Mwa Financial Services Inc, which operates out of Laguna Hills, California. The firm has 81 offices and 685 employees. The firm manages assets totaling $216.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mwa Financial Services Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mwa Financial Services Inc Brokerage Details
$216,092,715
685
1,432
$150,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jacob Ferdig Work History
Modern Woodmen Of America
Mwa Financial Services Inc
1886 Brewing Company
The District Lounge
Mod Pizza
Student At Dodge College Of Film And Media Arts
Men'S Wearhouse
Lake Oswego High School
Disclosures
Please visit the SEC profile of Jacob Ferdig 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 Mwa Financial Services, Inc
Mansfield, OH
Summerville, SC
Laguna Hills, CA
Mansfield, OH
Ontario, CA
Laguna Hills, CA
Laguna Hills, CA
Greenwood, IN
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