Jacob Turner (CRD# 7286504) is an Investment Advisor Representative working at Moment Private Wealth in Saint Louis, MO and has over 3 years of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moment Private Wealth, LLC | Saint Louis, MO | Mar 2021 - Current | 3 |
| Mosaic Family Wealth, LLC | St. Louis, MO | Aug 2020 - Mar 2021 | < 1 |
| Unemployed | Wildwood, MO | Dec 2019 - Jul 2020 | < 1 |
| Kia Tigers | Gwangju, | Nov 2018 - Nov 2019 | 1 |
| Detroit Tigers | Detroit, MI | Jun 2018 - Oct 2018 | < 1 |
| Miami Marlins | Miami, FL | Dec 2017 - Jun 2018 | < 1 |
| Washington Nationals | Washington, DC | Dec 2016 - Oct 2017 | < 1 |
| Chicago White Sox | Chicago, IL | Oct 2015 - Nov 2016 | 1 |
| Chicago Cubs | Chicago, IL | Aug 2014 - Oct 2015 | 1 |
| Miami Marlins | Miami, FL | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- MO
- TX
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts286ACCOUNTS
-
Average Account Value$392,131
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, MO, TX
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