Pruco Securities, LLC
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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
Years of Experience
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Pruco Securities, LLC Brokerage Details
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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.
California Health Benefit Exchange
The Prudential Insurance Company Of America
Jacob Yashar has no disclosures.
Please visit their SEC profile for more details.