Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob McKinney is an Investment Advisor Representative with Clark Wealth Partners, LLC. Jacob is licensed to provide financial services in Illinois. Jacob McKinney has a Series 65 license. Jacob has been working in the financial services industry for eight years.
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.
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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IL
02/02/2024 - Present
Clark Wealth Partners, LLC (O'FALLON IL)
IA
Issued 01/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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