JW
Jacob Willis
from Touchstone Advisors Inc
Jacob Willis is a financial advisor based in Ohio, Cincinnati,
with 16 years of experience. Jacob currently works for
Touchstone Advisors Inc.
Jacob maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Jacob Willis works at Touchstone Advisors Inc
Touchstone Advisors Inc is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $23,643,699,112 of assets under management and employs about 83 people. Touchstone Advisors Inc uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
303 Broadway, Suite 1100, Cincinnati, Ohio, 45202
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting