Jacob McKinney (CRD# 7866250) is an Investment Advisor Representative working at Clark Wealth Partners, LLC in O'fallon, IL and has 1 year of experience in the finance industry.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 2390400
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clark Wealth Partners, LLC | O'fallon, IL | Jan 2024 - Current | < 1 |
| Armstrong Teasdale LLP | Clayton, MO | Oct 2022 - Jan 2024 | 1 |
| Air Force National Guard | Scott Air Force Base, IL | Feb 2017 - Feb 2023 | 6 |
| Pwc | St. Louis, MO | Oct 2021 - Oct 2022 | 1 |
| Wm. Bradley Ogden Cpa | Carbondale, IL | Jan 2021 - May 2021 | < 1 |
| First Mid Bank & Trust | Carbondale, IL | Jun 2019 - Jan 2021 | 1 |
| Rend Lake College | Ina, IL | Aug 2018 - May 2019 | < 1 |
| Wayne City High School | Wayne City, IL | Feb 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- IL
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts1,077ACCOUNTS
-
Average Account Value$157,521
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, MO, NE, TX
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