Jacob Price Armstrong
Professional Summary
Jacob Price Armstrong, who also goes by Jacob P Armstrong, is a registered financial advisor currently at FRANKLIN DISTRIBUTORS, LLC located in Chicago, Illinois. Jacob is registered as a RR (Registered Representative) and started their career in finance in 2000. Jacob has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacob P Armstrong
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Years of Experience
26 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Current Firm
FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC
Contact Information
Main Address
One Franklin Parkway, San Mateo, CA 94403Mailing Address
1201 Wills Street, Baltimore, MD 21231Phone Number
(800) 632-2350Established
Delaware since 12/01/2000Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
LargeFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(8/1/2020)
(8/1/2020)
(8/1/2020)
(7/7/2021)
(8/1/2020)
(8/1/2020)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(8/1/2020)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(8/19/2020)
(7/7/2021)
(8/1/2020)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(8/1/2020)
(7/7/2021)
(8/1/2020)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(8/1/2020)
(7/7/2021)
(7/7/2021)
(1/7/2022)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
(7/7/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2000About the Series 6 examSRO Registrations
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
CRS (Client Relationship Summary) - BD
Click below to view Jacob Price Armstrong's CRS (Customer Relationship Summary).
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
