Jacob SiedleCRD Number: 6168010
Current Firm: Wedgewood Partners, Inc.
Jacob Siedle (CRD# 6168010) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wedgewood Partners, Inc.||St. Louis, MO||Mar 2013 - Current||4|
|Southeast College Recreation Center||Cap Girardeau, MO||Sep 2009 - Dec 2012||3|
|Southeast Missouri State University||Cap Girardeau, MO||Aug 2009 - Dec 2012||3|
|Southwestern Illinois College||Belleville, IL||Aug 2008 - May 2009||< 1|
|Rmc Cinemas||Waterloo, IL||Jun 2007 - Aug 2008||1|
|Waterloo High School||Waterloo, IL||Jan 2003 - May 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management6,311MILLIONS
Total Number of Accounts5,495ACCOUNTS
Average Account Value$1,148,464
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV