Jacob HuebnerCRD Number: 6021116
Current Firm: Wells Fargo Clearing Services, LLC
Jacob Huebner (CRD# 6021116) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|First Clearing, LLC||St. Louis, MO||Sep 2014 - Current||3|
|Ellisville Athletic Association||Ellisville, MO||Apr 2006 - Current||12|
|Wells Fargo Advisors, LLC||St Louis, MO||Aug 2013 - Sep 2014||1|
|Kforce||St. Louis, MO||Apr 2013 - Aug 2013||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2013 - Feb 2013||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2012 - Feb 2013||< 1|
|Axius Financial||St Charles, MO||Jul 2012 - Feb 2013||< 1|
|Missouri State University||Springfield, MO||Aug 2008 - May 2012||3|
|Northwestern Mutual||Springfield, MO||Dec 2011 - Mar 2012||< 1|
|Lake Country Soccer||Springfield, MO||Sep 2011 - Nov 2011||< 1|
|Christian Brothers College High School||St. Louis, MO||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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