Jacob F. Derrig

MOMENTUM WEALTH MANAGEMENT

NORTHFIELD, IL 60093

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CRD#: 5687178

Professional summary

Jacob Frederick Derrig, CFP®, ChFC®, who also goes by Jake Derrig, Jake Frederick Derrig, is a registered financial advisor currently at MOMENTUM WEALTH MANAGEMENT located in Northfield, Illinois.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jacob has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Derrig | Jake Frederick Derrig

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.

Insurance Licensed Life and Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Frederick Derrig's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

Experience

Current

December 18, 2024 - Present

MOMENTUM WEALTH MANAGEMENT

Office #1: 191 Waukegan Rd. Suite 350, Northfield, IL 60093

RIA

CRD#: 333902

NORTHFIELD, IL

Past

September 15, 2017 - September 20, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Winnetka, IL

Past

September 15, 2017 - September 20, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Winnetka, IL

Past

June 17, 2016 - September 14, 2017

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

February 18, 2016 - June 16, 2016

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

GREENWOOD VILLAGE, CO

Past

February 18, 2016 - June 16, 2016

M HOLDINGS SECURITIES, INC.

CRD#: 43285

GREENWOOD VILLAGE, CO

Past

April 21, 2015 - February 18, 2016

TSC DISTRIBUTORS, LLC

CRD#: 37058

BOSTON, MA

Past

July 28, 2009 - March 2, 2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(12/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/23/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/28/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/27/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MOMENTUM WEALTH MANAGEMENT

MOMENTUM WEALTH MANAGEMENT | MOMENTUM WEALTH MANAGEMENT LLC

CRD#: 333902 / SEC#:

Illinois

Registered Investment Advisory firm - (12/18/2024 Approved)

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Contact information

Main Address

191 Waukegan Rd. Suite 350, Northfield, IL 60093

Mailing Address

Phone number

(847) 418-8820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Jacob F. Derrig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Frederick Derrig's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

EMPOWER FINANCIAL SERVICES, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

TSC DISTRIBUTORS, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2017

Series 63

Date: 9/28/2009

SIE

Date: 10/1/2018

Series 7

Date: 5/26/2015

Series 6

Date: 7/27/2009

Current Firm

MOMENTUM WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

MOMENTUM WEALTH MANAGEMENT

TRUST BUT VERIFY

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