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JACOB ALAN MOSS
JAKE MOSS
CRD#: 6018215
IA
Investment Adviser
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Previous Broker
RCM WEALTH ADVISORSCRD#: 153641 318 W ADAMS ST
10TH FLOOR
CHICAGO, IL 60606
Registration History
201220142016201820202022202420262 FIRMS2012 - 2014 (2 years)2 FIRMS2015 - 2020 (5 years)IARCM WEALTH ADVISORS (CRD# 153641)2020 - Present (4 years)
License(s)

State Registrations

IA
Illinois 9/4/2020

IA
Texas 9/2/2020

IA
Kansas 9/2/2020

Current Registration(s)
IA
RCM WEALTH ADVISORS (CRD#:153641)
318 W ADAMS ST 10TH FLOOR, CHICAGO, IL 60606
Registered with this firm since 9/2/2020

Previous Registration(s)
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IA
02/11/2015 - 08/24/2020 UNITED CAPITAL MANAGEMENT OF KANSAS, INC. (CRD#:157755) HOXIE, KS
B
03/18/2015 - 08/24/2020 SA STONE WEALTH MANAGEMENT INC. (CRD#:18456) Hoxie, KS
IA
04/19/2012 - 08/19/2014 WADDELL & REED (CRD#:866) HAYS, KS
B
03/19/2012 - 08/19/2014 WADDELL & REED (CRD#:866) HAYS, KS
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.