Jacob
Gall

Mutual Advisors, LLC

CRD#7764101
Investment Advisor
in Chesterfield, MO

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About this Advisor

Jacob Gall is a financial advisor based in Chesterfield, Missouri, working with Mutual Advisors, LLC. Jacob has previously held positions at St. Clair Country Club, Centerfield Park, Althoff Catholic High School, Archford Capital Strategies, Gateway Region Volleyball, Laure Financial, Southern Illinois University Edwardsville, Mckendree University, Stratman Sports, and Collop Capital. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Jacob is part of Mutual Advisors, LLC, which operates out of Chesterfield, Missouri. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16020 Swingley Ridge Rd. Ste. 330
Chesterfield, MO 63017

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$6,947,119,840

MO Average: $1,978,216,465
Total Number of Employees

255

MO Average: 226
Total Number of Accounts

20,381

MO Average: 7,467
Average Account Size

$340,863

MO Average: $264,928

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
  • Other

Jacob Gall Work History

2023 - Present (1 year)

Collop Capital

2018 - Present (6 years)

Stratman Sports

2022 - 2022 (< 1 year)

Laure Financial

2022 - 2022 (< 1 year)

Southern Illinois University Edwardsville

2019 - 2021 (2 years)

Archford Capital Strategies

2019 - 2020 (1 year)

Gateway Region Volleyball

2018 - 2023 (5 years)

Mckendree University

2016 - 2017 (1 year)

Centerfield Park

2015 - 2016 (1 year)

St. Clair Country Club

2014 - 2018 (4 years)

Althoff Catholic High School

Disclosures

Please visit the SEC profile of Jacob Gall 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 Mutual Advisors, LLC

Christopher Wise
Kingwood, TX
Brian Kearns
Evanston, IL
Jacob Gall
Chesterfield, MO
Chad Opel
Edwardsville, IL
Bradley Laninga
Allendale, MI
Matthew Donnelly
Minneapolis, MN
James Mulzer
Colorado Springs, CO
Mark Garcia
Sweetwater, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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