Jacob Waltrip (CRD# 6308995) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Springfield, IL and has over 2 years of experience in the finance industry.
CRD# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horace Mann Investors Inc. | Springfield, IL | Dec 2021 - Current | 2 |
| Horace Mann Companies | Springfield, IL | Feb 2021 - Current | 3 |
| Jb Hawks | Jacksonville, IL | Dec 2020 - Feb 2021 | < 1 |
| Prairie State Bank And Trust | Virden, IL | Dec 2018 - Oct 2020 | 1 |
| Knights Of Columbus | Jacksonville, IL | Aug 2018 - Dec 2018 | < 1 |
| Jacksonville Savings Bank | Jacksonville, IL | Jul 2017 - Jun 2018 | < 1 |
| Gershman Mortgage | Chesterfield, MO | Jun 2015 - Jun 2017 | 2 |
| Stifel | St. Louis, MO | Jan 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- IL
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts498ACCOUNTS
-
Average Account Value$124,743
- Other
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WI, WV, WY
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