Jacob BalyeatCRD 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.
Group W Investment Management LLC
Stifel, Nicolaus & Company, Incorporated
Northfork Financial LLC
|Investment Centers Of America||Missoula, MT||Apr 2015 - Current||2|
|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|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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