Jakob Wagner is a registered investment advisor, based in Tempe, AZ.
Location
2033 E. Warner Rd, Suite 106, Tempe, AZ, 85284
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jakob is waiting for his registration as an investment adviser representative with The Ameriflex Group to become effective. As Director of Client Services, he schedules meetings, prepares documents, conducts paraplanning, and resolves client inquiries, dedicating full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
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.