Jack Cantalin (CRD# 6534877) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 6 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Oppenheimer & Co, Inc. | St. Louis, MO | Sep 2021 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Louis, MO | Jun 2019 - Sep 2021 | 2 |
Bank Of America, N.a. | Saint Louis, MO | Jun 2019 - Sep 2021 | 2 |
Td Ameritrade | St. Louis, MO | Sep 2017 - Jun 2019 | 1 |
Unemployed | St. Louis, MO | May 2017 - Sep 2017 | < 1 |
University Of Missouri Columbia | Columbia, MO | Aug 2016 - May 2017 | < 1 |
University Of Missouri Columbia | Columbia, MO | Aug 2013 - May 2017 | 3 |
William K. Busch Brewing Company | Columbia, MO | Aug 2016 - Jan 2017 | < 1 |
Wells Fargo Advisors | St. Louis, MO | May 2015 - Sep 2016 | 1 |
University Of Missouri Columbia | Columbia, MO | Aug 2015 - May 2016 | < 1 |
University Of Missouri Columbia | Columbia, MO | Aug 2014 - May 2015 | < 1 |
Zimmerman Electric | St. Louis, MO | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2017 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- MO
-
Total Assets Under Management27,451MILLIONS
-
Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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