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Jacob M

Series 65

Ocean View, NJ

SimplyRIA Advisor Network

Jacob Mc Quarrie is a Series 65-licensed advisor with SimplyRIA Advisor Network, based in Ocean View, NJ. He has one year of industry experience and previously worked at McManna Financial and Cepha Inc. Outside of advisory roles, he is involved with Yakkem Apparel, an apparel business he has been part of since 2018. SimplyRIA Advisor Network serves individuals, trusts, estates, and retirement plans through a structure that supports independent practices while providing compliance oversight. The firm utilizes a combination of active and passive investment strategies and offers access to alternative private investments and estate-planning tools.

Retirement income strategy Annuities Wealth management Private / alternative investments Options & derivatives strategies
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