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Jacob Daniel Summers

WEST SHORE GROUP, LLC·HADDONFIELD, New Jersey
Clean recordWEST SHORE GROUP, LLC
21 EAST EUCLID AVENUE, HADDONFIELD, NJ 08033CRD# 5867037Firm CRD# 167778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Daniel Summers · HADDONFIELD, NJ
Registration
CRD #5867037 · WEST SHORE GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Daniel Summers is a registered financial advisor based in HADDONFIELD, New Jersey, affiliated with WEST SHORE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
WEST SHORE GROUP, LLC
WEST SHORE GROUP, LLC
AUM
$32M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEST SHORE GROUP, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5867037
Firm CRD# 167778
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Daniel Summers offer?
Jacob Daniel Summers specializes in Investment Management, Fee-Only Advisory. Contact their office in HADDONFIELD, New Jersey for a consultation.
What are Jacob Daniel Summers's credentials?
Jacob Daniel Summers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Daniel Summers located?
Jacob Daniel Summers is based in HADDONFIELD, New Jersey, working with WEST SHORE GROUP, LLC. Their office serves clients in the HADDONFIELD metropolitan area and surrounding communities.
How does Jacob Daniel Summers charge for services?
Jacob Daniel Summers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST SHORE GROUP, LLC?
WEST SHORE GROUP, LLC has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Alice E Dahms
HADDONFIELD, NJ

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Research
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