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JA

Jacob A. Armentrout

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CRD#: 4593584
JA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacob Allen Armentrout, who also goes by Jake Allen Armentrout, Jake Allen Armentrout, was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 2004. Jacob had worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jake Allen Armentrout | Jake Allen Armentrout

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 3, 2008 - March 18, 2014

PINNACLE WEALTH MANAGEMENT, INC.

RIA
CRD#: 121065
WEST CHESTER, OH
Past

October 22, 2007 - March 17, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WEST CHESTER, OH
Past

June 30, 2006 - October 17, 2007

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
CINCINNATI, OH
Past

July 6, 2005 - June 30, 2006

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646
CINCINNATI, OH
Past

June 17, 2004 - January 20, 2005

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


PW
PINNACLE WEALTH MANAGEMENT, INC.
PINNACLE WEALTH MANAGEMENT, INC. | THE PINNACLE GROUP

CRD#: 121065 / SEC#: 801-63327

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Contact information


Main Address
9100 West Chester Towne Centre Drive Suite 225, West Chester, OH 45069
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (1/26/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PINNACLE WEALTH MANAGEMENT, INC.

CRD#: 121065

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