86 Baker Avenue Extension, Suite 310, Concord, MA, 01742
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jacob works as a financial advisor for Legacy Wealth Management, operating under the DBAs The Patriot Financial Group and Patriot Financial Group. He dedicates about a quarter of his time to financial planning and fund analysis, and nearly full-time hours to securities trading.