Jacob BalyeatCRD Number: 6161910
Current Firm: Lpl Financial LLC
Jacob Balyeat (CRD# 6161910) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan, MT and has over 4 years of experience in the finance industry.
Group W Investment Management LLC
Stifel, Nicolaus & Company, Incorporated
Northfork Financial LLC
|Lpl Financial LLC||Manhattan, MT||Nov 2017 - Current||< 1|
|Investment Centers Of America||Missoula, MT||Apr 2015 - Current||3|
|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|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.