Jacob
Gunter
Securities America Advisors, Inc
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About this Advisor
Jacob Gunter is a financial advisor who works out of Modesto, California who has 1 year of industry experience. Gunter currently works for Securities America Advisors, Inc. During their career, the advisor has held roles at Horace Mann Investors Inc, Fisher Insurance Agency, Horace Mann, Bancwest Investment Services, World Of Wheels, Bank Of The West, Securities America, Inc and Securities America Advisors. Gunter maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Securities America Advisors, Inc is an advisory business that has its headquarters in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 financial advisors. It administers $38 billion in assets among its 200,228 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 200,228 accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on which service is provided. Fee types billed by Securities America Advisors, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
$38,163,842,160
3,748
200,228
$190,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jacob Gunter Work History
Jacob has been registered as a financial advisor for 1 years.*
Securities America, Inc
Securities America Advisors
Bancwest Investment Services
World Of Wheels
Bank Of The West
Horace Mann
Horace Mann Investors Inc
Fisher Insurance Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Gunter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securities America Advisors, Inc
Omaha, NE
Bala Cynwyd, PA
Reisterstown, MD
Midvale, UT
La Vista, NE
Frisco, TX
Spokane, WA
Johnston, RI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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