Jacob AldermanCRD Number: 6140663
Current Firm: Wells Fargo Clearing Services, LLC
Jacob Alderman (CRD# 6140663) 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.
|Wells Fargo Clearing Services LLC||St Louis, MO||Nov 2017 - Current||< 1|
|Pnc Investments||St. Louis, MO||Apr 2016 - Current||2|
|Wells Fargo Advisors, LLC||Lake Ozark, MO||Dec 2012 - Apr 2016||3|
|Mergis||Saint Louis, MO||Sep 2011 - Nov 2012||1|
|Missouri University||Columbia, MO||Aug 2007 - Aug 2011||4|
|Mergis||Saint Louis, MO||May 2010 - Aug 2010||< 1|
|Shorty Pants Bar||Osage Beach, MO||May 2009 - Aug 2009||< 1|
|Outback Steakhouse||Osage Beach, MO||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 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