Jacob WhippCRD Number: 5582707
Current Firm: Larson Financial Group, LLC
Jacob Whipp (CRD# 5582707) is an Investment Advisor Representative working at Larson Financial Group, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Larson Financial Securities, LLC||Oak Brook, IL||Jul 2010 - Current||7|
|Larson Financial Group, LLC||Oak Brook, IL||Aug 2008 - Current||9|
|Financial Network||El Segundo, CA||Sep 2008 - Jul 2010||1|
|Delray Beach Housing Authority||Delray Beach, FL||Jan 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management1,041MILLIONS
Total Number of Accounts16,708ACCOUNTS
Average Account Value$62,331
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV