JM
JM

Jacob Maddigan

14 Years of Experience
Denver, CO
Broker

Jacob Maddigan is a registered investment advisor at Federated Global Investment Management CORP., based in Denver, CO, with 14 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 4 yrs 9 mos
Mdt Advisers, a Division of Federated Mdta LLC
August 2011 - Present · 14 yrs 9 mos
Federated Securities CORP.
August 2011 - Present · 14 yrs 9 mos
Federated Investment Counseling
August 2011 - Present · 14 yrs 9 mos
Federated Securities CORP.
July 2011 - Present · 14 yrs 10 mos
Federated Securities CORP.Broker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Federated Global Investment Management CORP.
October 2011 - December 2020 · 9 yrs 2 mos
State Registrations17 states
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Exams
No exam information available for this advisor.
Jacob Maddigan - Financial Advisor | TrueAdvisor