Jacob Propeck is a registered investment advisor, based in Overland Park, KS, with 3 years of industry experience.
Location
5500 W 137th St, Apt 310, Overland Park, KS, 66223
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob works as an insurance agent selling life, health, disability, annuities, and long-term care products with various companies since August 2023. The time commitment varies.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
January 2023 - July 2023 · 6 mos
UBS Financial Services INC.Broker
October 2022 - July 2023 · 9 mos
State Registrations25 states
ALARAZCACOFLILINKSLAMNMOMSNCNJNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.