Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
14 years
Location
Seward, AK 99664
LPL Financial
Institution
Jacob Collins is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Edward Jones, and Wells Fargo Clearing. Collins has an additional business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Seward, AK
500 Adams St, Unit 3
Seward AK 99664
Advisors at this office
1
Alaska · Texas
14 years of industry experience
LPL Financial LLC
2022 - Present • 4 years
Seward, AK
Ameriprise Financial Services Inc
2018 - 2022 • 4 years
Anchorage, AK
Edward Jones
2015 - 2018 • 3 years
St. Louis, MO
Wells Fargo Clearing
2015 - 2015 • 1 year
Anchorage, AK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®, Series 66
Seward, AK
Portside Wealth Group, LLC
Robert Huett III is a ChFC® and holds a Series 66 license, with 10 years of experience in the financial industry. He currently works at Portside Wealth Group, LLC and previously spent 11 years at Edward Jones. Outside of his financial advisory role, he has been involved in property management since 2013. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, employing a blend of investment approaches and offering related legal and accounting services through affiliated professionals.
Series 66
Seward, AK
Edward Jones
Jack Hester is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Aspen Ridge Inn and AT&T. Outside of finance, he is involved in the local music scene as a guitarist, singer, and songwriter for the band Ellie & The Echoes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
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