Unclaimed
Jacob Waltrip is an investment advisor representative and a registered representative associated with Horace Mann Investors, Inc. Jacob has been in the securities industry for over 10 years. Jacob holds the Series 66, Series 7TO and SIE securities licenses and is registered with the state of Illinois. Jacob has experience with individuals other than high-net-worth clients. Jacob's previous experience includes roles at various financial institutions including Prairie State Bank and Trust, Jacksonville Savings Bank, Gershman Mortgage, Stifel and JB Hawks. Jacob has also been active in the community, serving as a member of the Knights of Columbus.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets under third party investment management
1
2
IL
04/04/2022 - Present
Horace Mann Investors, Inc. (SPRINGFIELD IL)
BOTH
Issued 04/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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