Jacob Matthew Willis
Professional Summary
Jacob Matthew Willis is a registered financial advisor currently at INFINITY CAPITAL SECURITIES, LLC located in Oklahoma City, Oklahoma. Jacob is registered as a RR (Registered Representative) and started their career in finance in 2020. Jacob has worked at 1 firm and has passed the Series 63, Series 79TO and SIE 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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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
INFINITY CAPITAL SECURITIES, LLC
Contact Information
Main Address
499 W. Sheridan Avenue Suite 1210, Oklahoma City, OK 73102Mailing Address
499 W. Sheridan Avenue Suite 1210, Oklahoma City, OK 73102Phone Number
(405) 400-8977Established
Oklahoma since 04/06/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/17/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Mar 2020About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacob Matthew Willis's CRS (Customer Relationship Summary).
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