Jacob
Hall

About this Advisor

Jacob Hall is a financial advisor working in Puyallup, Washington, who has been in the financial industry for 10 years. Hall is an advisor for Ae Wealth Management, LLC. Their career trajectory has included roles at Allied Mortgage, 1St Rate Mortgage, Hall Consulting Dba Pace Wealth Advisors, Legacy Group, Wj Bradley, Home Street Bank, Waddell Reed, Us Bank, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Evergreen Home Loans, Northwestern Mutual Wealth Management Company, Guardian Life Ins, Park Avenue Securities and Ae Wealth Management, LLC. Hall maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Ae Wealth Management, LLC is a company that has its headquarters in Puyallup, Washington. The company has offices in 323 locations and a total of 475 people on staff. It handles $9 billion in assets under management across its 74,292 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 74,292 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Ae Wealth Management, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically depend on the financial services provided. However, fee types billed by Ae Wealth Management, LLC can be comprised of any blend of asset-based, hourly and fixed fees.