Jacob Paoletti is a registered investment advisor, based in Austin, TX, with 2 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob works as a Client Services Manager at Partners Wealth Management since 2022, dedicating full-time hours to the role. His responsibilities include preparing paperwork, trading, and money movements.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
State Registrations1 state
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