Jacob C. Binner
Professional summary
Jacob C Binner, who also goes by Jacob C Binner, Jacob Cole Binner, Jacob Binner, is a registered financial advisor currently at BINNERINVESTMENTS located in Forsyth, Georgia.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob C Binner's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2025 - Present
BINNERINVESTMENTS
Office #1: 45 N Kimbell Street, Forsyth, GA 31029May 17, 2024 - February 14, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 27, 2022 - February 14, 2025
FIDELITY BROKERAGE SERVICES LLC
June 25, 2022 - September 13, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 24, 2022 - September 13, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 3, 2021 - March 22, 2022
E*TRADE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2025)
Exams
Series 7TO
Date: 6/3/2021
General Securities Representative ExaminationCurrent Firm
BINNERINVESTMENTS
CRD#: 338528 / SEC#:
Contact information
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.
