Jacob Balyeat, financial advisor Manhattan MT
89 score

Jacob Balyeat

CRD Number: 6161910
Current Firm: Investment Centers Of America, Inc.

Jacob Balyeat (CRD# 6161910) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Manhattan, MT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Centers Of America Missoula, MT Apr 2015 - Current 1
Symetra Investment Services, Inc. Bellevue, WA Sep 2013 - Apr 2015 1
Glidewell Insurance Agency, Inc. Missoula, MT Aug 2013 - Mar 2015 1
Honesty Automotive Missoula, MT Aug 2013 - Sep 2013 < 1
New York Life Insurance Company Billings, MT Mar 2013 - Jul 2013 < 1
Honesty Automotive Missoula, MT Sep 2012 - Feb 2013 < 1
Stor-a-way Butte, MT Jun 2012 - Sep 2012 < 1
University Of Montana Missoula, MT Aug 2011 - Jun 2012 < 1
Balyeat Family Trust Missoula, MT Jun 2011 - Aug 2011 < 1
Timberview Christian Fellowship Spokane, WA Apr 2004 - May 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Jacob W. Balyeat
Phone Number: 866-275-4422
Registered State(s):
  • AK
  • HI
  • ID
  • MT
  • WA
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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