Jacob joined the Premier team in 2017. Since then he has continued to pass multiple licensing exams, including his Series 7, 24 and 66. He started taking over compliance responsibilities in May of last year and officially became our Chief Compliance Officer in January of 2022.
As of May 18th, equity and bond markets have continued their downward trend, but we at FSB remain bullish on the markets.
We wanted to let you know that on Monday, May 31st our offices will be closed all day as we observe Memorial Day.
Read up on our trips and see where FSB Premier members went during Spring Break.
Jake has been with Premier since 2020, bringing in 8 years of industry experience and strong investment knowledge to his role. He passed his CFP® exam and is working toward becoming a fully certified financial planner this year.
Stay up to date with the rapid changes in the current market environment.