Jacob Ackerman

Jacob Ackerman

Wealth Advisor at Ackerman Financial Group
Clearwater, Florida, United States

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Work Experience

LPL Financial

Wealth Advisor

2020-02-01 - Present

Ackerman Financial Group

Investment Manager

2020-02-01 - Present

Calton & Associates, Inc.

Investment Adviser Representative

2018-01-01 - 2020-02-01

New York Life Insurance Company

Financial Services Professional

2016-12-01 - 2017-12-01

NinjaTrader Group, LLC

Futures Trader

2012-01-01 - 2016-11-01

Skills

comprehensive financial planning advanced portfolio analytics investment consulting taxsensitive investing social security analysis single stock risk management insurance planning retirement planning wealth management

Languages

No Languages Available