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JAKE MARCHESANI
JACOB MICHAEL MARCHESANI, JACOB MARCHESANI
CRD#: 5989792
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 3595 E FOUNTAIN BLVD
STE 210
COLORADO SPRINGS, CO 80910
Registration History
201220142016201820202022202420262 FIRMS2022 - Present (3 years)BPFS INVESTMENTS INC. (CRD# 10111)2011 - 2021 (10 years)IAPRIMERICA ADVISORS (CRD# 10111)2016 - 2021 (5 years)IAPRIMERICA ADVISORS (CRD# 10111)2014 - 2016 (2 years)
License(s)

State Registrations

B
California 1/5/2022

B
Massachusetts 1/5/2022

B
Colorado 1/5/2022

B
New Hampshire 1/5/2022

IA
Colorado 1/5/2022

B
Texas 1/5/2022

B
Florida 1/5/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
3595 E FOUNTAIN BLVD STE 210, COLORADO SPRINGS, CO 80910
Registered with this firm since 1/5/2022

B
PFS INVESTMENTS INC. (CRD#:10111)
3595 E FOUNTAIN BLVD STE 210, COLORADO SPRINGS, CO 80910
Registered with this firm since 1/5/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/20/2016 - 12/31/2021 PRIMERICA ADVISORS (CRD#:10111) COLORADO SPRINGS, CO
B
12/14/2011 - 12/31/2021 PFS INVESTMENTS INC. (CRD#:10111) COLORADO SPRINGS, CO
IA
03/31/2014 - 05/19/2016 PRIMERICA ADVISORS (CRD#:10111) COLORADO SPRINGS, CO
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.