Jacob R. Ramsburg
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jacob Ray Ramsburg III, ChFC®, CLU®, who also goes by Jacob Ray III Ramsburg, Ray Ramsburg III, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 1987. Jacob had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2014 - November 14, 2024
P.J. ROBB VARIABLE, LLC
May 17, 2011 - December 31, 2013
BB&T INVESTMENT SERVICES, INC.
March 27, 2001 - May 2, 2011
BB&T INVESTMENT SERVICES, INC.
April 7, 2000 - December 8, 2000
UVEST FINANCIAL SERVICES GROUP, INC.
February 18, 1994 - March 22, 2000
HIMCO DISTRIBUTION SERVICES COMPANY
October 10, 1992 - December 14, 1993
SECURIAN FINANCIAL SERVICES, INC.
July 1, 1989 - September 13, 1991
TOWER SQUARE SECURITIES, INC.
February 26, 1987 - November 22, 1988
INTEGRATED RESOURCES EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
