JB
JB

Jacob Bauer

5 Years of Experience
Grants Pass, OR
Broker

Jacob Bauer is a registered investment advisor, based in Grants Pass, OR, with 5 years of industry experience.

Location

509 SE 7th Street, 2nd Floor, Grants Pass, OR, 97526

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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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Other Business Activities

Jacob works as Vice President, Advisor Strategy at Kingsview Wealth Management, dedicating full-time hours with minimal time spent trading. He also works with ADP Total Source as a 3rd Party HR Professional Employer Organization, but this takes no time.

Employment History
Current Registrations
Foreside Fund Services, LLC
September 2021 - Present · 4 yrs 8 mos
Foreside Fund Services, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Kingsview Wealth Management, LLC
July 2020 - Present · 5 yrs 10 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jacob Bauer - Financial Advisor | TrueAdvisor