Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Brydels is an investment advisor representative at Wheelhouse Advisory Group, LLC. Jacob holds a Series 65 license. Jacob has been in the industry for over 10 years and specializes in portfolio management for individuals and financial planning. Jacob is registered in Missouri and Illinois. Jacob's experience includes working for several financial firms, including Hill Investment Group, St. Louis Trust & Family Office, Moneta, and Lutheran Church Extension Fund.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
On occasion, negotiated flat quarterly fee
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MO
10/29/2024 - Present
Wheelhouse Advisory Group, LLC (ST. LOUIS MO)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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