David
Jacobsmeyer
Aquilant Advisors
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About this Advisor
David Jacobsmeyer is a certified financial planner working in Saint Louis, Missouri with 7 years of relevant experience. Jacobsmeyer is an advisor for Aquilant Advisors. Their career trajectory has included roles at Wells Fargo Advisors LLC, Lakeview Capital Partners, Sterne Agee Financial Services, Aquilant and Cambridge Investment Research, Inc. Jacobsmeyer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois, Missouri and Texas. Aquilant Advisors is a registered investment firm that has its headquarters in Saint Louis, MO. It has just five people on staff. It has $131 million in assets between its 692 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 692 accounts, just 11% are held by high-net-worth clients who have more than $1 million in assets. Aquilant Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically depend on which services the firm provides the client. Fee types billed by Aquilant Advisors likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aquilant Advisors Brokerage Details
$130,703,464
5
692
$188,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Jacobsmeyer Work History
David has been registered as a financial advisor for 7 years.*
Aquilant
Cambridge Investment Research, Inc
Lakeview Capital Partners
Sterne Agee Financial Services
Wells Fargo Advisors LLC
*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 David Jacobsmeyer 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 Aquilant Advisors
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
