JG
Jacob Gall
MODERN DOLLAR PLANNING
St. Louis, MO 63104
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CRD#: 7764101
JG
Professional summary
Jacob Gall is a registered financial advisor currently at MODERN DOLLAR PLANNING, LLC located in St. Louis, Missouri.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jacob has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. Stratman Sports, Start Date: 06/01/2018, 601 Gravois Bluffs Blvd., Ste. G, Fenton, MO 63026, LLC, Volleyball Scheduling/Managing, Volleyball Referee, Officiate volleyball matches of various ages and skill levels, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 2. Southern Illinois University Edwardsville - Sports Officiating, Start Date: 10/14/2023, 1 Hairpin Dr., Edwardsville, IL 62026, University, Sports Officiating, Volleyball Official, Officiating Volleyball matches, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 3. Blue Steel Volleyball Club, Start Date: 12/01/2023, 590 Hartman Ln., O'Fallon, IL 62269, Non-Profit, Volleyball Club, Assistant Coach for Boys 17 Black, Assist head coach in volleyball practices and at the tournaments provide play-related feedback to players on the team, participate in scrimmages at practice, Not Investment Related, 8 Hours per month, 0 Hours per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Gall'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®
NoneExperience
Current
August 29, 2024 - Present
MODERN DOLLAR PLANNING, LLC
Office #1: 1807 Park Avenue, St. Louis, MO 63104RIA
CRD#: 174695
St. Louis, MO
Past
June 12, 2023 - August 13, 2024
MUTUAL ADVISORS, LLC
RIA
CRD#: 167658
Chesterfield, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MODERN DOLLAR PLANNING, LLC
MODERN DOLLAR PLANNING, LLC
CRD#: 174695 / SEC#: 801-128613
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)California
Registered Investment Advisory firm - (9/30/2023 Terminated)Illinois
Registered Investment Advisory firm - (8/31/2023 Terminated)Missouri
Registered Investment Advisory firm - (8/31/2023 Terminated)Texas
Registered Investment Advisory firm - (8/31/2023 Terminated)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
Missouri(8/29/2024)
Current Firm
MODERN DOLLAR PLANNING, LLC
MODERN DOLLAR PLANNING, LLC
CRD#: 174695 / SEC#: 801-128613
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)California
Registered Investment Advisory firm - (9/30/2023 Terminated)Illinois
Registered Investment Advisory firm - (8/31/2023 Terminated)Missouri
Registered Investment Advisory firm - (8/31/2023 Terminated)Texas
Registered Investment Advisory firm - (8/31/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1807 Park Avenue, St. Louis, MO 63104
Mailing Address
Phone number
(314) 827-5852
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 572 |
| AUM (Assets Under Management) | $ 121,985,766 |
Red Flags
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