Jacob
Merton
Sikich Financial
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About this Advisor
Jacob Merton is a financial advisor based in Richfield, Ohio, working with Sikich Financial. Jacob has previously held positions at Norton City Schools, Acme Fresh Market, Mustard Seed Market, Aldi, Northwestern Mutual, and Sikich Capital Management LLC. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Jacob is part of Sikich Financial, which operates out of Richfield, Ohio. The firm has 9 offices and 21 employees. The firm manages assets totaling $749.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 educational seminars. The fee structure at Sikich Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sikich Financial Brokerage Details
$749,061,756
21
2,141
$349,865
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 Merton Work History
Sikich Capital Management LLC
Sikich Capital Management LLC
Northwestern Mutual
Mustard Seed Market
Aldi
Acme Fresh Market
Norton City Schools
Disclosures
Please visit the SEC profile of Jacob Merton 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 Sikich Financial
Indianapolis, IN
Naperville, IL
Springfield, IL
Willowbrook, IL
Springfield, IL
Springfield, IL
Richfield, OH
Springfield, IL
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