Jacob Kasperski (CRD# 7570017) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has 1 year of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A Smarter Way To Invest, Inc. | Brighton, MI | Feb 2024 - Current | < 1 |
| Entry Point Advisor Network | Brighton, MI | Sep 2023 - Current | < 1 |
| Caitlin John, LLC | Brighton, MI | Jun 2022 - Current | 1 |
| Entry Point Advisor Network | Brighton, MI | Aug 2021 - Aug 2023 | 2 |
| Eastern Michigan University | Ypsilanti, MI | Aug 2021 - Aug 2023 | 2 |
| Self Employed - Lawn Care | Plymouth, MI | Jun 2021 - Aug 2021 | < 1 |
| West Middle School / Salem High School / Milan High School | Plymouth, MI | Sep 2011 - Jun 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MI
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts948ACCOUNTS
-
Average Account Value$151,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
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