Jacob Peiser (CRD# 7262957) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has 1 year 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 |
---|---|---|---|
Morningstar Investment Services LLC | Chicago, IL | Mar 2023 - Current | 1 |
Rappaport Reiches Capital Management | Skokie, IL | Jun 2021 - Mar 2023 | 1 |
Vine And Fig Tree Wealth Planning | Dubuque, IA | Aug 2020 - Apr 2021 | < 1 |
Ameriprise Financial | Dubuque, IA | Jun 2020 - Apr 2021 | < 1 |
Loras College | Dubuque, IL | Aug 2017 - Apr 2021 | 3 |
Glen View Club | Golf, IL | Apr 2013 - Aug 2020 | 7 |
Greater Illinois Title Company | Chicago, IL | Jun 2019 - Aug 2019 | < 1 |
Public Grade/high School | Morton Grove, IL | Jan 2012 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- IL
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Total Assets Under Management11,970MILLIONS
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Total Number of Accounts59,686ACCOUNTS
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Average Account Value$200,555
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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