Jacob Walters (CRD# 6501521) is an Investment Advisor Representative working at Sawyer Falduto Asset Management, LLC in Elmhurst, IL and has over 7 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 |
|---|---|---|---|
| Sawyer Falduto Asset Management, LLC | Elmhurst, IL | Oct 2015 - Current | 8 |
| Northwestern Mutual | Chicago, IN | May 2015 - Oct 2015 | < 1 |
| Depaul University | Chicago, IL | Sep 2011 - Aug 2015 | 3 |
| Midwest Applied Solutions | Hillside, IL | Jul 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- IL
-
Total Assets Under Management952MILLIONS
-
Total Number of Accounts813ACCOUNTS
-
Average Account Value$1,171,174
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, MI, TX
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