Jacob Greenberg
Jacob Greenberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
67 E Park Pl, Ste 750, Morristown, NJ, 07960
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob works as a Wealth Advisor at Greenberg & Rapp Financial Group, providing wealth planning and investment management services. He also sells fixed and variable insurance products, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations9 states
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