Jason Kreke (CRD# 6149663) is an Investment Advisor Representative working at Faith Investor Services in Saint Louis, MO and has over 10 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Faith Investor Services | Dallas, TX | Oct 2023 - Current | < 1 |
| Integrity Investors, LLC | Creve Coeur, MO | Mar 2019 - Current | 5 |
| Lpl Financial, LLC | Des Peres, MO | Feb 2018 - Mar 2019 | 1 |
| Edward Jones | St. Louis, MO | Jan 2013 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- MO
- TX
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts318ACCOUNTS
-
Average Account Value$346,949
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AZ, MO, TN, TX
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