Jacob
Mcclellan
Financial Services Of America Advisors
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About this Advisor
Jacob Mcclellan is a financial advisor based in Troy, Michigan, working with Financial Services Of America Advisors. Jacob has previously held positions at Fsa Advisors, Financial Services Of America, Edge Fitness, Burn Fitness, Apex Chiropractic, Equinox, Orthopedic And Rheumatology Of The North Shore, and Graceland University. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jacob is part of Financial Services Of America Advisors, which operates out of Troy, Michigan. The firm has 23 employees and manages assets totaling $292.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Services Of America Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Services Of America Advisors Brokerage Details
$292,130,912
23
1,441
$202,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jacob Mcclellan Work History
Fsa Advisors
Financial Services Of America
Edge Fitness
Apex Chiropractic
Burn Fitness
Equinox
Orthopedic And Rheumatology Of The North Shore
Graceland University
Disclosures
Please visit the SEC profile of Jacob Mcclellan 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 Financial Services Of America Advisors
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
