Jack Cantalin

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 06/2019
  Td Ameritrade
  St. Louis, MO
• 08/2016 → 05/2017
  University Of Missouri Columbia
  Columbia, MO
• 08/2016 → 01/2017
  William K. Busch Brewing Company
  Columbia, MO
• 05/2015 → 09/2016
  Wells Fargo Advisors
  St. Louis, MO
• 08/2013 → 05/2017
  University Of Missouri Columbia
  Columbia, MO
• 05/2017 → 09/2017
  Unemployed
  St. Louis, MO
• 06/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Louis, MO
• 06/2019 → 09/2021
  Bank Of America, N.A.
  Saint Louis, MO
• 09/2021 → Present
  Oppenheimer & Co, Inc.
  St. Louis, MO

Previous Registrations

• 2019-06-14 → 2021-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Louis, MO
  Arnold, MO
  Ballwin, MO
  Ballwin, MO
• 2018-10-23 → 2019-06-14
  Td Ameritrade, Inc.
  St. Louis, MO
• 2018-10-23 → 2019-06-14
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-10-22
• S63 Uniform Securities Agent State Law Examination
  2017-10-27

Other Names

• Jack Cantalin
• Jack Joseph Cantalin