St. Louis
Jake Masterson
CFA®
Institutional Advisor
190 Carondelet Plaza, Suite 600
St. Louis, MO 63105

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Professional Certifications
- CFA® – Chartered Financial Analyst®