Jacob
Yashar

Pruco Securities, LLC

CRD#1066494
Investment Advisor
in Los Angeles, CA
Are you Jacob Yashar? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacob Yashar is an investment advisor who works out of Los Angeles, California. Currently an advisor with Pruco Securities, LLC, Yashar has a notable 37 years of work experience. Yashar maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Yashar is registered to advise investors in California. Their career trajectory has included roles at California Health Benefit Exchange, Pruco Securities, LLC and The Prudential Insurance Company Of America. Pruco Securities, LLC is based out of Los Angeles, California, and operates out of 113 other brick-and-mortar locations across the United States. In aggregate, Pruco Securities, LLC manages $6 billion in assets throughout 47,024 client accounts and employs more than 2,600 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages one accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Pruco Securities, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

37 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1964 Westwood Boulevard Suite 430
Los Angeles, CA 90025

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$6,255,867,081

CA Average: $10,121,009,343
Total Number of Employees

2,600

CA Average: 92
Total Number of Accounts

47,024

CA Average: 6,978
Average Account Size

$133,036

CA Average: $1,450,417

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Educational seminars/workshops

Jacob Yashar Work History

Jacob has 37 years of experience.

2013 - Present (6 years)

California Health Benefit Exchange

1981 - Present (38 years)

Pruco Securities,LLC

1981 - Present (38 years)

The Prudential Insurance Company Of America

Disclosures

Jacob Yashar has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started