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MJ

Michael Jakob

NETSHARES FINANCIAL SERVICES
FAIRFAX, VA
·CRD# 4189617·21 years experience

Professional Summary

Michael Jakob is a registered financial advisor currently at NETSHARES FINANCIAL SERVICES LLC located in Fairfax, Virginia. Michael is registered as a RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 10 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

NETSHARES FINANCIAL SERVICES LLC·CRD# 307532
BD
11350 Random Hills Road Suite 800, Fairfax, VA 22030
October 15, 2026 - Present
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
May 22, 2007 - March 16, 2023
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
New York, NY
September 26, 2000 - January 30, 2003

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Current Firm

NF
NETSHARES FINANCIAL SERVICES LLC

NETSHARES FINANCIAL SERVICES LLC | NETSHARES INC.

CRD#: 307532 / SEC#: 8-70502
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

22114 Blacksburg Court, Katy, TX 77450

Mailing Address

5554 S. Peek Road Pmb 8, Katy, TX 77450

Phone Number

(800) 216-0360

Established

Delaware since 02/10/2020

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (15 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALUIT TECHNOLOGY HOLDING LLCDIRECT OWNER—
LEE, DAVIDCEO/COO2605960
STRICKLAND, JASON LEECHIEF COMPLIANCE OFFICER5013990

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(10/15/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2007About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2007About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Sep 2011About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Michael Jakob's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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