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Jacob Lee Silverstein

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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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 a Regional Director for Horizon Investments, LLC, focusing on investment management, dedicating nearly full-time hours. He also works as an Uber Eats driver, spending about 10-20% of his time on food deliveries.

Employment History
Current Registrations
Horizon Investments LLC
December 2022 - Present · 3 yrs 2 mos
Quasar Distributors, LLC
August 2022 - Present · 3 yrs 6 mos
Quasar Distributors, LLCBroker
August 2022 - Present · 3 yrs 6 mos
State Registrations5 states
KYMINCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.