Jacob Vance Gunter

Current Employers

Employment History

• 11/2016 → 06/2022
  Bancwest Investment Services
  Folsom, CA
• 09/2016 → 10/2016
  World Of Wheels
  Modesto, CA
• 11/2016 → 06/2022
  Bank Of The West
  Folsom, CA
• 06/2022 → 06/2024
  Securities America, Inc.
  Modesto, CA
• 06/2022 → 06/2024
  Securities America Advisors
  Modesto, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Modesto, CA

Previous Registrations

• 2022-06-23 → 2024-06-14
  Securities America Advisors, Inc.
  Modesto, CA
• 2016-11-15 → 2022-06-06
  Bancwest Investment Services, Inc.
  Folsom, CA
  Citrus Heights, CA
  Sacramento, CA
  Carmichael, CA
  Stockton, CA
  Stockton, CA
  Stockton, CA
  Lockeford, CA
  Stockton, CA
  Lockeford, CA
  Ripon, CA
  Tracy, CA
  Escalon, CA
  Manteca, CA
  Stockton, CA
• 2016-05-03 → 2016-08-26
  Horace Mann Investors, Inc.
  Springfield, IL
  Stockton, CA
  Salida, CA
  Modesto, CA

Other Businesses

1. GUNTER WEALTH SOLUTIONS INC POSITION: owner/financial advisor NATURE: this is the corporation that I intend to conduct my business related to Osaic/securities/advisory transactions under. I use the DBA "GnarledOak Financial". INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2025 ADDRESS: 1101 Standiford Ave, Suite C-2, Modesto CA 95350, United States DESCRIPTION: all duties related to a fiduciary financial advisor and business owner 2. ANCHOR LEGAL POSITION: Field Agent NATURE: Anchor Legal creates estate documents such as Trusts and Powers of Attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 414 W 7th ST, San Pedro CA 90731, United States DESCRIPTION: I will act as a field agent to assist clients in completing applications for legal documents. 3. GUNTER WEALTH SOLUTIONS INC POSITION: owner/financial advisor NATURE: this is the corporation that I intend to conduct my business related to Osaic/securities/advisory transactions under. I use the DBA "GnarledOak Financial". INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2025 ADDRESS: 1101 Standiford Ave, Suite C-2, Modesto CA 95350, United States DESCRIPTION: all duties related to a fiduciary financial advisor and business owner 4. INSURANCE SALES POSITION: insurance salesman NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/21/2022 ADDRESS: 1101 STANDIFORD AVE, SUITE C-2, MODESTO CA 95350, United States DESCRIPTION: insurance sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-13
• S63 Uniform Securities Agent State Law Examination
  2012-11-20

Designations