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INVESTMENT ADVISER

Matthew
Micheal Jacob

I can help you achieve consistent profits in your trading portfolio, regardless of the market's conditions.

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38+
Years of
Experience
11
State
Licenses

MATTHEW MICHEAL JACOB
Stock Broker | Financial Consultant

With an extensive career spanning over 40 years in financial trading, stock analysis, and brokerage, I have honed my expertise through roles at two prestigious firms in the United States. Having successfully passed five brokerage examinations, I hold registrations and licenses across 11 states.
Throughout my professional journey, I have consistently exceeded financial targets for a wide range of clients, as reflected in the outstanding testimonials shared below. If you are eager to master the art of calculated risk-taking, I am dedicated to guiding you in designing and implementing diverse trading strategies that drive steady and sustainable profits. My promise is to leverage my time and vast experience to ensure your financial success.
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My Services

Stock Brokerage & Investment Advisory

Stock Brokerage

Financial Consulting & Auditing

Financial Consulting

Digital Assets Trading & Cryptocurrency

Crypto Trading

Examinations & Registrations

Series 63 - Uniform Securities Agent State Law Examination [Nov. 18, 2013]

(1) State Securities Law Exam

Series 66 - Uniform Combined State Law Examination [Oct. 28, 2019]

(2) State Securities Law Exam

Series 6 - Investment Company Products/Variable Contracts Representative Examination [Jul. 07, 2012]

(1) General Industry/Products Exam

Securities Industry Essentials Examination (SIE) [Oct. 01, 2018]

(2) General Industry/Products Exam

General Securities Representative Examination (S7TO) [Oct. 03, 2019]

(3) General Industry/Products Exam

FINRA

SRO Registrations

100%

Nasdaq Stock Market

SRO Registrations

100%

Cboe Exchange, Inc.

SRO Registrations

100%
See Work Experience

David Marvin Willis

Financial Consultant

My Work Experience

2021 - Present
(3+ years)

MML INVESTORS SERVICES, LLC. (CRD#:10409)

FINANCIAL ADVISOR,
INVESTMENT ADVISER
2016 - Present
(8+ years)

MML INVESTOR SERVICES, LLC. (CRD#:10409)

REGISTERED REPRESENTATIVE
2012 - 2016
(4 years)

PINNACLE INVESTMENTS, LLC. (CRD#:142910)

BROKER
1993 - 2012
(19 years)

CADARET, GRANT & CO.,INC. (CRD#:10641)

SALES MANAGER
1991 - 1992
(8 Months)

AMERICAN CAPITAL CORPORATION

CONSULTANT

Short Reviews from
our clients.

Matthew is an exceptional and dedicated professional who has managed my family's investment portfolio for nearly four years. His consistent success has provided us with unwavering confidence, as the outstanding results speak volumes about the effectiveness of his work.

- Marshall Saulter

Over the years, Matthew has evolved from being just my financial consultant to a close and trusted friend. To me, he personifies the essence of the financial markets, showcasing an exceptional ability to navigate challenges with confidence, even when others are reluctant to act.

- Rita Wayne

Matthew has been an indispensable partner as my financial adviser. His extensive knowledge and strategic insights have played a crucial role in guiding my financial journey toward success. What truly distinguishes Matthew is his genuine dedication to understanding my individual financial objectives. He hasn’t just provided guidance; he has equipped me with the tools and confidence to make well-informed decisions. I deeply appreciate his unwavering support and wholeheartedly recommend Matthew to anyone in search of a skilled and committed financial adviser.

- Chen Jia

Matthew has consistently demonstrated excellence as a financial adviser. His expertise and dedication have been pivotal to the success of my financial ventures. Beyond his professional role, Matthew has become a trusted confidant, offering not only sound financial guidance but also fostering a genuine sense of trust and camaraderie. I deeply value his insightful advice and steadfast support. Without question, Matthew is an invaluable asset to anyone seeking reliable and effective financial guidance.

- Breanna Reads

Contact Information

  • contact@mattmjacob.com
  • LIIVERPOOL, NY

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