Jacob
Godfrey
International Assets Investment Management, LLC
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About this Advisor
Jacob Godfrey is a financial advisor working in Orlando, Florida, who has 1 year of relevant experience. Godfrey currently works for International Assets Investment Management, LLC. During their career, Godfrey has held roles at Trustmont Financial Group, Inc, Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Concourse Financial Group Securities (Fka Proequities, Inc), Dba--Hamilton Paul Group (Hpl LLC), (Dba) Security Financial Management, International Assets Advisory, LLC and International Assets Investment Management, LLC. Godfrey maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida. International Assets Investment Management, LLC is a registered investment company that has its headquarters in Orlando, FL. The firm has offices in 92 locations and a total of 126 financial advisors. It oversees $1 billion in total assets between its 6,618 accounts, placing it among the biggest firms in the nation by assets under management. Of its 6,618 accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets. International Assets Investment Management, LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on the financial services. Fee types billed by International Assets Investment Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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International Assets Investment Management, LLC Brokerage Details
$1,444,509,347
126
6,618
$218,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jacob Godfrey Work History
Jacob has been registered as a financial advisor for 1 years.*
International Assets Advisory, LLC
International Assets Investment Management, LLC
(Dba) Security Financial Management
Concourse Financial Group Securities (Fka Proequities, Inc)
Dba--Hamilton Paul Group (Hpl LLC)
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Trustmont Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Godfrey 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 International Assets Investment Management, LLC
Orlando, FL
Orlando, FL
Syracuse, NY
Orlando, FL
Grand Rapids, MI
Orlando, FL
Sarasota, FL
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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