AdFi
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Bradley David Jacob

Investment Adviser Representative at SAGE ADVISORY SERVICES LTD CO

New York, NYCRD #4886378Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
2 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bradley David Jacob has worked in the securities industry since 2021. They are registered to provide investment advisory services in New York and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New YorkTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/4/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 11/28/2018
Series 66
Uniform Combined State Law Examination
Passed 12/8/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/10/2018
Series 3
National Commodity Futures Examination
Passed 8/3/2016
Series 30
NFA Branch Manager Examination
Passed 8/4/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

SAGE Advisory Services Ltd Co Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAGE ADVISORY SERVICES LTD COCurrent
5/4/2026New York, NY
CITIGROUP GLOBAL MARKETS INC.
12/11/20067/2/2008Chicago, IL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradley David Jacob has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Bradley David Jacob - Financial Advisor in New York, NY | AdvisorFinder