JV
JV
Jacob Vaknin
23 Years of Experience
Paramus, NJ
1 DisclosureBroker
Jacob Vaknin is a registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2022Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2019 - Present · 7 yrs
Raymond James & Associates, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
David Lerner Associates, INC.Broker
September 2002 - January 2016 · 13 yrs 4 mos
State Registrations14 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.