Jacob KunkelCRD Number: 6030168
Current Firm: U.s. Bancorp Investments, Inc.
Jacob Kunkel (CRD# 6030168) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|The O.n. Equity Sales Company||Cincinnati, OH||May 2015 - Current||1|
|U.s. Bancorp Investments, Inc.||Kenton, OH||Nov 2013 - Apr 2015||1|
|Receptions||Fairfield, OH||Jun 2013 - Nov 2013||< 1|
|Bank Of America/merrill Lynch||Lincoln, RI||Feb 2012 - Apr 2013||1|
|Jp Morgan Chase||Cincinnati, OH||Jun 2011 - Jan 2012||< 1|
|Receptions Inc.||Cincinnati, OH||Jun 2007 - Nov 2011||4|
|University Of Cincinnati||Cincinnati, OH||Aug 2007 - Jan 2011||3|
|Roger Bacon High School||Cincinnati, OH||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- 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, VT, WA, WI, WV
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