Jacob Godfrey is a registered investment advisor, based in Orlando, FL, with 17 years of industry experience.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History (1)
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Judgment / Lien
March 2016Other Business Activities
Jacob works as a supervisor for International Assets Investment Management, LLC since 2022. This activity takes about a quarter of his time and is compensated with a salary.
Employment History
Current Registrations
Primus Financial Services, LLCBroker
September 2023 - Present · 2 yrs 8 mos
International Assets Investment Management, LLC
February 2022 - Present · 4 yrs 3 mos
International Assets Advisory, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Concourse Financial Group Advisors
September 2016 - December 2021 · 5 yrs 3 mos
Concourse Financial Group Securities, INC.Broker
September 2016 - December 2021 · 5 yrs 3 mos
Waddell & Reed
September 2014 - September 2016 · 2 yrs
Waddell & ReedBroker
September 2014 - September 2016 · 2 yrs
Trustmont Advisory Group, INC.
April 2012 - August 2014 · 2 yrs 4 mos
Trustmont Financial Group, INC.Broker
June 2011 - August 2014 · 3 yrs 2 mos
Variable Investment Advisors, INC.Broker
February 2011 - May 2011 · 3 mos
Nav Wealth Advisors, LLC
August 2010 - May 2012 · 1 yr 9 mos
Nav Wealth Advisors, LLC
August 2010 - December 2010 · 4 mos
Mcinerney Investment Advisors
May 2008 - June 2010 · 2 yrs 1 mo
State Registrations2 states
FLTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.