Jacob John Gohr
Professional Summary
Jacob John Gohr is a registered financial advisor currently at BRINKER CAPITAL SECURITIES, LLC located in Omaha, Nebraska. Jacob is registered as a RR (Registered Representative) and started their career in finance in 2017. Jacob has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 7 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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OSAIC WEALTH, INC.
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Disclosures on record.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BRINKER CAPITAL SECURITIES, INC. | BRINKER CAPITAL SECURITIES, LLC
Contact Information
Main Address
1000 Continental Drive Suite 500, King Of Prussia, PA 19406Mailing Address
1000 Continental Drive Suite 250, King Of Prussia, PA 19406Phone Number
(800) 333-4573Established
Delaware since 09/23/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
1Arbitration
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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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OSAIC WEALTH, INC.
State Registrations and Notice Filings
(7/11/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacob John Gohr's CRS (Customer Relationship Summary).
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OSAIC WEALTH, INC.