Jacob A. Sizemore
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 Allen Sizemore, who also goes by Jake Allen Sizemore, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2013. Jacob had worked at 3 firms and has passed the Series 66, 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
December 26, 2013 - February 17, 2016
USAA FINANCIAL PLANNING SERVICES
December 18, 2013 - February 17, 2016
USAA FINANCIAL ADVISORS, INC.
January 23, 2013 - September 30, 2013
EDWARD JONES
January 7, 2013 - September 30, 2013
EDWARD JONES
State Registrations and Notice Filings
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Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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