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Demy Jacob

Trading Associate at B. Riley Wealth Advisors, Inc.

Edison, NJ , United States

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

OrganizationRoleDate RangeDetails
National Securities CorporationTrading AssociateOct 2013 to Present
National SecuritiesFinancial AdvisorUnknown to Present
John Joseph GroupFinancial AdvisorApr 2010 to Oct 2012

Skills & Expertise

Financial Planning
Equities
Investment Strategies

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Darline Burczak
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Senior Vice President, InvestmentsChicago, IL , United States
Eric Mendelsohn
Eric Mendelsohn
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Eve Glatt
Senior Portfolio ManagerNew York, NY , United States
George Fiederlein
George Fiederlein
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Jeff Bolling
Jeff Bolling
Senior Vice President - InvestmentsUnited States
Jeffrey Carter
Jeffrey Carter
Vice President, InvestmentsWestlake Village, CA , United States
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Jesse Kohen
AssociateNew York, NY , United States
Kelly Graham
Kelly Graham
Senior Vice President - InvestmentsNashville, TN , United States
Showing 1-10 of 29 team members

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