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JB

Jacob Bayer

GOOD LUCK NY
SPRING VALLEY, NY
Some features on this profile are disabled
CRD#: 7810543
JB

Professional summary

Jacob Bayer, who also goes by Yakov Bayer, is a registered financial advisor currently at GOOD LUCK NY INC. located in Spring Valley, New York.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Yakov Bayer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Bayer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 2, 2026 - Present

GOOD LUCK NY INC.

RIA
CRD#: 338208
SPRING VALLEY, NY
Past

September 10, 2024 - February 3, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(1/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/15/2023
Securities Industry Essentials Examination

Current Firm

GL
GOOD LUCK NY INC.
GOOD LUCK NY INC.

CRD#: 338208 / SEC#:

New York
Registered Investment Advisory firm - (1/2/2026 Approved)
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Contact information

Main Address
Spring Valley, NY
Mailing Address
Phone number
(845) 263-4470
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

GOOD LUCK NY INC.

CRD#: 338208Spring Valley, NY

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