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Jacob S Merton

Sikich Financial

Richfield, OH

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Current Employers
Sikich Financial

3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-10
  • OH RA
    APPROVED
    Since 2022-01-10

Branch Locations

4020 Kinross Lakes Parkway, Richfield, OH 44286 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Acme Fresh Market Montrose OH 05/2015 09/2017
Mustard Seed Market Montrose OH 09/2017 12/2017
Aldi Associate OH 12/2017 03/2020
Northwestern Mutual Montrose OH 05/2019 12/2019
Sikich Capital Management Llc Akron OH 03/2020 12/2023
Sikich Capital Management Llc Richfield OH 12/2023 Present
  • 05/2015 → 09/2017
    Acme Fresh Market
    Montrose, OH
  • 09/2017 → 12/2017
    Mustard Seed Market
    Montrose, OH
  • 12/2017 → 03/2020
    Aldi
    Associate, OH
  • 05/2019 → 12/2019
    Northwestern Mutual
    Montrose, OH
  • 03/2020 → 12/2023
    Sikich Capital Management Llc
    Akron, OH
  • 12/2023 → Present
    Sikich Capital Management Llc
    Richfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-07
  • S65 Uniform Investment Adviser Law Examination
    2022-01-07
Designations

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES
RABE INVESTMENT CONSULTING GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WAYNE D. MINICH & COMPANY, INC.

Other Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
WENDI B. DEVAN-GLOVNA
Kurt U Shore
BRADFORD CHARLES BURGESS
MARCI M STEWART
Elizabeth Loveman
HARLYNN J M J HOBBS

Other Offices

CHARLES SCHWAB & CO., INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH
EDWARD JONES · Richfield, OH
RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

More in Richfield, OH

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