Jacob Gall (CRD# 7764101) is an Investment Advisor Representative working at Mutual Advisors, LLC in Chesterfield, MO and has 1 year of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Collop Capital | Chesterfield, MO | Jun 2023 - Current | < 1 |
Stratman Sports | Fenton, MO | Jun 2018 - Current | 5 |
Mckendree University | Lebanon, IL | Aug 2018 - May 2023 | 4 |
Southern Illinois University Edwardsville | Edwardsville, IL | Sep 2022 - Oct 2022 | < 1 |
Laure Financial | Brentwood, MO | Feb 2022 - Aug 2022 | < 1 |
Archford Capital Strategies | Swansea, IL | Feb 2019 - Dec 2021 | 2 |
Gateway Region Volleyball | Fenton, MO | Oct 2019 - Feb 2020 | < 1 |
Althoff Catholic High School | Belleville, IL | Aug 2014 - May 2018 | 3 |
Centerfield Park | Fairview Heights, IL | May 2016 - Aug 2017 | 1 |
St. Clair Country Club | Belleville, IL | Aug 2015 - Jun 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- MO
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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