Jacob Gorman
Jacob Gorman is a CFP-designated registered investment advisor at K2 Financial INC., based in Fort Washington, PA, with 3 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 366 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
K2 Financial's investment management fees typically range from 0.50% to 1.35% annually, based on the value of your portfolio. The specific fee will be outlined in your agreement. Fees are negotiable. Certain legacy clients may have different fee structures as described in their agreements.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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 an insurance agent for K2 Benefits and a financial advisor/IAR for K2 Financial Partners, dedicating about half of his time to the latter. He also serves as treasurer for the Rotary Club of Glendora, spending a few hours per week on this role.
Employment History
Current Registrations
K2 Financial INC.
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.