Jacob Impellicceiri (CRD# 6699882) is an Investment Advisor Representative working at Avantax Advisory Services in Orland Park, IL and has over 7 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategize Tax LLC | Orland Park, IL | Jan 2023 - Current | 1 |
| Avantax Investment Services, Inc. | Orland Park, IL | Dec 2020 - Current | 3 |
| Avantax Advisory Services | Orland Park, IL | Dec 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | Orland Park, IL | Dec 2020 - Current | 3 |
| Strategize Wealth Management Group Inc. | Orland Park, IL | Dec 2020 - Current | 3 |
| Deloitte Consulting LLP | Chicago, IL | Feb 2018 - Current | 6 |
| Lts Chicago | Chicago, IL | Jul 2016 - Nov 2019 | 3 |
| Hd Vest Insurance Agency, Inc. | Irving, TX | Jun 2017 - Jul 2019 | 2 |
| Hd Vest Investment Services | Frankfort, IL | Jun 2017 - Dec 2018 | 1 |
| Hd Vest Advisory Services | Frankfort, IL | Jun 2017 - Dec 2018 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2016 - May 2017 | < 1 |
| Mcadam, LLC | Chicago, IL | Aug 2016 - May 2017 | < 1 |
| The Odyssey Online | Bloomington, IN | Oct 2015 - May 2016 | < 1 |
| Indiana University | Bloomington, IN | Aug 2013 - May 2016 | 2 |
| Bloomington Bagel Company | Bloomington, IN | Jan 2016 - Mar 2016 | < 1 |
| General Wire And Spring Company | Nickees Rocks, PA | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- IL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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