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Jacob Engel

7 Years of Experience
Brooklyn, NY

Jacob Engel is a registered investment advisor at Engel Capital, based in Brooklyn, NY, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 13 clients with $230K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$234K

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Brooklyn, NY

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jacob works for Karit Service LLC as a Finance Associate, managing accounts receivable, payable, and FP&A analysis. This takes about a quarter of his time, with some hours during trading hours.

Employment History
Current Registrations
Engel Capital
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
A.G.P / Alliance Global Partners
January 2020 - April 2021 · 1 yr 3 mos
A.G.P. / Alliance Global PartnersBroker
March 2019 - April 2021 · 2 yrs 1 mo
State Registrations2 states
NJNY
Advisor

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.
Jacob Engel - Financial Advisor | TrueAdvisor