Jacob Bahr (CRD# 7201998) is an Investment Advisor Representative working at Lpl Financial LLC in St. Joseph, MO and has over 2 years of experience in the finance industry.
CRD# 4572092
Wells Fargo Advisors
CRD# 16399
Berthel Fisher & Company Financial Services, Inc.
CRD# 2364849
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Saint Joseph, MO | Nov 2019 - Current | 4 |
| The Nodaway Valley Bank | St. Joseph, MO | Nov 2019 - Current | 4 |
| Missouri Western State University | Saint Joseph, MO | Aug 2019 - May 2021 | 1 |
| Missouri State University | Springfield, MO | Aug 2017 - May 2019 | 1 |
| Whiskey Creek | Saint Joseph, MO | Aug 2015 - Jul 2017 | 1 |
| Central High School | Saint Joseph, MO | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- MO
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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