Jack Cantalin, financial advisor St. Louis MO

Jack Cantalin

CRD Number: 6534877
Current Firm: Oppenheimer & Company Inc.

Jack Cantalin (CRD# 6534877) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in St. Louis, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Co, Inc. St. Louis, MO Sep 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis, MO Jun 2019 - Sep 2021 2
Bank Of America, N.a. Saint Louis, MO Jun 2019 - Sep 2021 2
Td Ameritrade St. Louis, MO Sep 2017 - Jun 2019 1
Unemployed St. Louis, MO May 2017 - Sep 2017 < 1
University Of Missouri Columbia Columbia, MO Aug 2016 - May 2017 < 1
University Of Missouri Columbia Columbia, MO Aug 2013 - May 2017 3
William K. Busch Brewing Company Columbia, MO Aug 2016 - Jan 2017 < 1
Wells Fargo Advisors St. Louis, MO May 2015 - Sep 2016 1
University Of Missouri Columbia Columbia, MO Aug 2015 - May 2016 < 1
University Of Missouri Columbia Columbia, MO Aug 2014 - May 2015 < 1
Zimmerman Electric St. Louis, MO May 2014 - Aug 2014 < 1
Zimmerman Electric St. Louis, MO May 2013 - Aug 2013 < 1
Chaminade College Preparatory School St. Louis, MO Aug 2009 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Jack Cantalin
Phone Number: 212-668-8000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    22,727
    MILLIONS
  • Total Number of Accounts
    27,780
    ACCOUNTS
  • Average Account Value
    $818,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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