Jacob Andrew Harrah
Professional Summary
Jacob Andrew Harrah, who also goes by Jake Harrah, is a registered financial advisor currently at LAZEAR CAPITAL SECURITIES, LLC located in Columbus, Ohio. Jacob is registered as a RR (Registered Representative) and started their career in finance in 2023. 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
Jacob Andrew Harrah, Jake Harrah
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
LAZEAR CAPITAL SECURITIES, LLC
Contact Information
Main Address
995 Yard Street Suite 180, Columbus, OH 43212Mailing Address
995 Yard Street Suite 180, Columbus, OH 43212Phone Number
(614) 203-5453Established
Ohio since 07/17/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (37 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BCL HOLDING CORPORATION | OWNER | — |
| MRM HOLDINGS, INC. | OWNER | — |
| SANDOVER CAPITAL, LTD. | OWNER | — |
| BEATON, DANIEL STEWART | FINOP, PFO, POO | 4240769 |
| GRIFFITH, ANN MARGARET | CHIEF COMPLIANCE OFFICER | 2936554 |
| PAZARENTZOS, DEMETRIOS ELIAS | CEO AND DESIGNATED PRINCIPAL | 7582856 |
| WINICK, STEPHEN MICHAEL | DESIGNATED PRINCIPAL | 8029014 |
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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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State Registrations and Notice Filings
(10/18/2023)
(8/25/2023)
(7/4/2024)
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 Jul 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacob Andrew Harrah's CRS (Customer Relationship Summary).
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