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About
Demy Jacob is a Trading Associate at National Securities Corporation, based in Edison, NJ, with over a decade of experience at the firm (since 2013). In his current role, he supports trading operations, executes client orders, manages portfolio transactions, and provides market insights to both institutional and individual clients, with a focus on public equities, options, and fixed income securities. Demy is also listed as a Financial Advisor at National Securities, where he offers financial planning and personalized investment solutions to clients.
Previously, Demy served as a Financial Advisor at John Joseph Group from 2010 to 2012, where he gained significant experience in client portfolio management and investment strategy development, focusing on multi-asset allocation and retirement planning. At National Securities, his advisory work has encompassed equities, bonds, and other traditional asset classes, with a particular emphasis on serving retail and high-net-worth individuals in the tri-state area.
While no formal education data is publicly available for Demy Jacob, his professional record demonstrates expertise in securities trading, portfolio analysis, and client relationship management. His career reflects a strong commitment to navigating the complexities of financial markets and delivering value-driven results for a diverse client base, especially in equity and fixed income markets. No notable industry awards or publicized achievements have been found through public records and industry databases.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| National Securities Corporation | Trading Associate | Oct 2013 to Present | — |
| National Securities | Financial Advisor | Unknown to Present | — |
| John Joseph Group | Financial Advisor | Apr 2010 to Oct 2012 | — |
Skills & Expertise
Others at B. Riley Wealth Advisors, Inc. (29)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments | Chicago, IL , United States | |
C Chad Veitch | Head Equity Trader | Boca Raton, FL , United States |
| Senior Vice President, Investments | Chicago, IL , United States | |
| Senior Vice President, Investments | Fort Lauderdale, FL , United States | |
E Eve Glatt | Senior Portfolio Manager | New York, NY , United States |
| Vice President, Investments CFP® | Merrick, NY , United States | |
| Senior Vice President - Investments | United States | |
| Vice President, Investments | Westlake Village, CA , United States | |
J Jesse Kohen | Associate | New York, NY , United States |
| Senior Vice President - Investments | Nashville, TN , United States |
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