Jacob
Moss
Rcm Wealth Advisors
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About this Advisor
Jacob Moss is a financial advisor operating out of Chicago, Illinois, with a total of 3 years of industry experience. Moss is an employee of Rcm Wealth Advisors. Their career trajectory has included roles at Waddell And Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Usd 412 - Hoxie High School, Moss Cattle Company, Nwk Agency Services, Inc, Jm Commodities, United Capital Management Of Ks, Inc - Ria, Sa Stone Wealth Management Inc, United Capital Management Of Ks, Inc, Hoxie Golf Club and Rcm Wealth Advisors. Moss maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Illinois, Kansas and Texas. Rcm Wealth Advisors is a registered investment firm that has its headquarters in Chicago, IL. The investment advisory business has offices in three locations and a total of 12 advisors. It manages $244 million in assets under management between its 740 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 740 client accounts, 40% are associated with high-net-worth investors who have more than $1 million in assets. Rcm Wealth Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees vary depending on which services are provided. However, fees billed by Rcm Wealth Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rcm Wealth Advisors Brokerage Details
$244,000,000
12
740
$329,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jacob Moss Work History
Jacob has been registered as a financial advisor for 3 years.*
Rcm Wealth Advisors
United Capital Management Of Ks, Inc - Ria
Sa Stone Wealth Management Inc
United Capital Management Of Ks, Inc
Jm Commodities
Moss Cattle Company
Nwk Agency Services, Inc
Hoxie Golf Club
Usd 412 - Hoxie High School
Waddell And Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Moss 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 Rcm Wealth Advisors
Chicago, IL
Chicago, IL
Chicago, IL
Crown Point, IN
Chicago, IL
Chicago, IL
Crown Point, IN
Chicago, IL
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