Jacob
Silverstein
All Terrain Financial Advisors
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About this Advisor
Jacob Silverstein is a financial advisor working out of Minneapolis, Minnesota with a total of 3 years of industry experience. Silverstein currently works for All Terrain Financial Advisors. Their career trajectory has included roles at Youngstedts Car Wash, University Of Denver, Colorado State University, N/A, Chevrolet Of Wayzata, All-Terrain Financial and Unparalleled Parking. Silverstein maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in Minnesota and Texas. All Terrain Financial Advisors is a registered investment firm based in Minneapolis, MN. It controls $235 million in assets under management across its 564 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 564 accounts, 49% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which service is offered. However, fees charged by All Terrain Financial Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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All Terrain Financial Advisors Brokerage Details
$234,708,841
4
564
$416,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Silverstein Work History
Jacob has been registered as a financial advisor for 3 years.*
All-Terrain Financial
Chevrolet Of Wayzata
All-Terrain Financial
Unparalleled Parking
Youngstedts Car Wash
University Of Denver
Colorado State University
N/A
N/A
*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 Silverstein 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 All Terrain Financial Advisors
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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