Jacob Moss (CRD# 6018215) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rcm Wealth Advisors | Chicago, IL | Aug 2020 - Current | 3 |
United Capital Management Of Ks, Inc - Ria | Salina, KS | Jan 2015 - Current | 9 |
Sa Stone Wealth Management Inc. | Hoxie, KS | Jan 2015 - Current | 9 |
United Capital Management Of Ks, Inc. | Hoxie, KS | Jan 2015 - Current | 9 |
Jm Commodities | Hoxie, KS | Aug 2014 - Current | 9 |
Moss Cattle Company | Hoxie, KS | Dec 2013 - Current | 10 |
Nwk Agency Services, Inc. | Hoxie, KS | Dec 2013 - Current | 10 |
Hoxie Golf Club | Hoxie, KS | Dec 2013 - Current | 10 |
Usd 412 - Hoxie High School | Hoxie, KS | Nov 2012 - Current | 11 |
Various Insurance Carriers For W&r Insurance Agencies | Hoxie, KS | Mar 2012 - Jul 2014 | 2 |
Waddell And Reed Inc. | Sheridan, KS | Jan 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- IL
- KS
- TX
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts805ACCOUNTS
-
Average Account Value$316,547
- 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
CA, FL, IL, IN, KS, TX
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