Jacob Misialek (CRD# 6276169) is an Investment Advisor Representative working at Ally Invest Advisors in Queen Creek, AZ and has over 7 years of experience in the finance industry.
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
CRD# 4060469
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Advisors | Charlotte, NC | Oct 2021 - Current | 2 |
| Ally Invest Securities LLC | Charlotte, NC | May 2021 - Current | 3 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Oct 2020 - May 2021 | < 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2019 - Sep 2020 | 1 |
| Morgan Stanley | Gilbert, AZ | Nov 2018 - Sep 2020 | 1 |
| Unemployed | Phoenix, AZ | Jul 2018 - Nov 2018 | < 1 |
| Gwfs Equities, Inc. | Milwaukee, WI | Feb 2017 - Jul 2018 | 1 |
| Unemployed | Landrum, SC | Oct 2016 - Feb 2017 | < 1 |
| Lpl Financial | Charlotte, NC | Dec 2013 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- AZ
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Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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