Jakob Vickery is a registered investment advisor, based in Morrison, CO, with 1 years of industry experience.
Location
Morrison, CO
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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.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
December 2024 - Present · 1 yr 5 mos
Wealth Enhancement Brokerage Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Wealth Enhancement Advisory Services, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
October 2024 - December 2024 · 2 mos
State Registrations1 state
CO
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.