Jacob E. Hall

PACE WEALTH ADVISORS

Puyallup, WA

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CRD#: 6279465

Professional summary

Jacob E Hall is a registered financial advisor currently at PACE WEALTH ADVISORS located in Puyallup, Washington.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacob has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Name of outside business: Prestige Home Mortgage; Is the business investment related: Yes; Location of the business: 8802 NE 5th Ave Vancouver Wa 98665 USA; Position Title: Mortgage Lender; Responsibilities Duties: Produce and close residential mortgage loans.; Start date with business: 2021-09-06; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Name of outside business: *KHS Retailers *KOB Retailers *DrJ and Duke *Maja Inc; Is the business investment related: No; Location of the business: 8630 S March Point Rd Anacortes WA 98211 USA; Description of the business: Ownership interest with 4 recreational Cannabis dispensaries. Position Title: Owner; Responsibilities Duties: Financial and management oversight.; Start date with business: 2018-12-17; Hours per month devoted to business during trading hours: 12; Hours per month devoted to business outside trading hours: 4;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob E Hall's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 5, 2021 - Present

PACE WEALTH ADVISORS

RIA

CRD#: 311924

Puyallup, WA

Past

July 31, 2018 - July 22, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

PUYALLUP, WA

Past

September 25, 2017 - August 1, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BOTHELL, WA

Past

July 22, 2016 - August 1, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

BOTHELL, WA

Past

June 19, 2015 - May 24, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TACOMA, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(5/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/14/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/19/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PACE WEALTH ADVISORS

HALL CONSULTING LLC | PACE WEALTH ADVISORS

CRD#: 311924 / SEC#:

Washington

Registered Investment Advisory firm - (5/5/2021 Approved)

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Contact information

Main Address

Puyallup, WA

Mailing Address

Phone number

(253) 286-0224

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 22,677,158

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.

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Jacob E. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob E Hall's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACE WEALTH ADVISORS

AE WEALTH MANAGEMENT, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2017

Series 63

Date: 7/18/2015

SIE

Date: 8/1/2018

Series 6

Date: 6/19/2015

Current Firm

PACE WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACE WEALTH ADVISORS

TRUST BUT VERIFY

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