Daniel MatolaCRD Number: 5613814
Current Firm: Jacobus Wealth Management Inc.
Daniel Matola (CRD# 5613814) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Jacobus Wealth Management, Inc.||Milwaukee, WI||Jun 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management788MILLIONS
Total Number of Accounts1,130ACCOUNTS
Average Account Value$697,518
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CO, FL, IL, MN, WI