JI
Jacob Isaac Becker
CRD 4230726
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Portland Private Wealth Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Portland Private Wealth Management, Inc.
President, Coo, And Co Cio (Past Corporate Secretary) · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗