St. Louis

Jake Masterson

CFA®

Institutional Advisor

190 Carondelet Plaza, Suite 600
St. Louis, MO 63105

Jake Masterson

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.

Jake Masterson

Professional Certifications

  • CFA® – Chartered Financial Analyst®