Jacob Cueny

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-09-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Assetmark Financial, Inc	Chicago	IL	02/2019	09/2021
Unemployed	Harrison Township	MI	01/2019	02/2019
Metry's Crews Inn	Harrison Township	MI	05/2018	09/2018
Michigan State University	East Lansing	MI	01/2015	12/2018
The Bartech Group	Southfield	MI	05/2015	12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bloomfield Hills	MI	05/2022	09/2023
Unemployed	Chicago	IL	09/2021	05/2022
Strategic Wealth Advisors Group, Inc.	Utica	MI	09/2023	07/2024
J.P. Morgan Securities Llc	Clinton Township	MI	08/2024	07/2025
Jpmorgan Chase Bank, N.A.	Clinton Township	MI	08/2024	07/2025
Capfinancial Partners, Llc. (Captrust)	Ra	NC	08/2025	Present

02/2019 → 09/2021

Assetmark Financial, Inc

Chicago, IL
01/2019 → 02/2019

Unemployed

Harrison Township, MI
05/2018 → 09/2018

Metry's Crews Inn

Harrison Township, MI
01/2015 → 12/2018

Michigan State University

East Lansing, MI
05/2015 → 12/2016

The Bartech Group

Southfield, MI
05/2022 → 09/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI
09/2021 → 05/2022

Unemployed

Chicago, IL
09/2023 → 07/2024

Strategic Wealth Advisors Group, Inc.

Utica, MI
08/2024 → 07/2025

J.P. Morgan Securities Llc

Clinton Township, MI
08/2024 → 07/2025

Jpmorgan Chase Bank, N.A.

Clinton Township, MI
08/2025 → Present

Capfinancial Partners, Llc. (Captrust)

Ra, NC

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-08-13
S65	Uniform Investment Adviser Law Examination	2020-02-21

Other Firms