Jacob Merton (CRD# 7092197) is an Investment Advisor Representative working at Sikich Financial in Richfield, OH and has over 2 years of experience in the finance industry. Jacob Merton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Sikich Capital Management LLC | Richfield, OH | Dec 2023 - Current | < 1 |
Sikich Capital Management LLC | Akron, OH | Mar 2020 - Dec 2023 | 3 |
Aldi | Associate, OH | Dec 2017 - Mar 2020 | 2 |
Northwestern Mutual | Montrose, OH | May 2019 - Dec 2019 | < 1 |
Mustard Seed Market | Montrose, OH | Sep 2017 - Dec 2017 | < 1 |
Acme Fresh Market | Montrose, OH | May 2015 - Sep 2017 | 2 |
Norton City Schools | Norton, OH | Jan 2012 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- OH
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Total Assets Under Management749MILLIONS
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Total Number of Accounts2,141ACCOUNTS
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Average Account Value$349,865
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, KY, MI, MN, MO, OH, PA, SD, TX, WA, WI
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