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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Ross is an Investment Advisor Representative registered with Moneta Group Investment Advisors, LLC. Jacob Ross has been in the industry since April 2019 and is licensed to provide investment advice in Missouri. Jacob Ross is also licensed to provide securities services in Missouri. Jacob Ross has experience with a number of different financial products and services, including municipal securities, general securities, and securities industry essentials. Jacob Ross is currently registered with Moneta Group Investment Advisors, LLC. Jacob Ross was previously registered with Wells Fargo Clearing Services, LLC from April 2019 to April 2022.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
08/15/2022 - Present
Moneta Group Investment Advisors, LLC (St. Louis MO)
MO
04/25/2019 - 04/06/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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