Jamie Tebbe (CRD# 2897075) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in O'fallon, IL and has over 26 years 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 |
|---|---|---|---|
| Gentry Private Wealth Management LLC | Chicago, IL | Nov 2013 - Current | 10 |
| Pro Style Financial | O'fallon, IL | Jun 2002 - Current | 21 |
| Sunpoint Securities, Inc. | Durham, NC | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- IL
-
Total Assets Under Management270MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$2,701,829
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
AZ, CA, CO, FL, IL, TN, TX, WV
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