Jacob Ducvy Bui
Professional Summary
Jacob Ducvy Bui, who also goes by Jacob D Bui, is a registered financial advisor currently at SAN BLAS SECURITIES LLC located in Grand Rapids, Michigan. Jacob is registered as a RR (Registered Representative) and started their career in finance in 2023. Jacob has worked at 3 firms and has passed the Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacob D Bui
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
IFS CAPITAL MARKETS, LLC | SAN BLAS SECURITIES LLC
Contact Information
Main Address
233 S Wacker Dr Suite 4400, Chicago, IL 60606Mailing Address
3424 Peachtree Rd. Ne Suite 2200, Atlanta, GA 30326-1184Phone Number
(773) 661-4448Established
Delaware since 04/13/2017Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
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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WEALTHCARE CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacob Ducvy Bui's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
