Best Investors Account Sign in
Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-21
MT RA APPROVED 2017-11-29
  • TX RA
    APPROVED
    Since 2026-01-21
  • MT RA
    APPROVED
    Since 2017-11-29

Branch Locations

116 W Main St, Manhattan, MT 59741 • 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
Investment Centers Of America Missoula MT 04/2015 11/2017
Lpl Financial Llc Manhattan MT 11/2017 Present
  • 04/2015 → 11/2017
    Investment Centers Of America
    Missoula, MT
  • 11/2017 → Present
    Manhattan, MT
Previous Registrations
  • 2015-04-30 → 2017-11-29
    Investment Centers Of America, Inc.
    Missoula, MT
    Manhattan, MT
  • 2013-12-18 → 2015-04-30
    Signator Financial Services, Inc.
    Missoula, MT
    Manhattan, MT
Other Businesses

1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed Insurance Sales; Life Insurance/ LT Care/ Disability/ SPIA/ HSA. 2. 11/29/2017 - GLIDEWELL INSURANCE - Investment Related - 1750 South Ave. Mizzoula MT 59801 - Non-Variable Insurance - Agent, Home Auto/ Commercial/ Health and Life/ Disability/ LT Care - start date 08/2013 - 20% time spent per month. 3. 3/26/2018 - GIIG Wealth Management - Investment Related - At Reported Business Location(s) - Started 05/01/2015 - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/120 Hours During Securities Trading. 4. 03/11/2022 - GiiG Wealth Management, Inc. - DBA: Glidewell Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/10/2022 - 200 Hours Per Month/140 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-18
S63 Uniform Securities Agent State Law Examination 2013-07-11
  • S66 Uniform Combined State Law Examination
    2013-10-18
  • S63 Uniform Securities Agent State Law Examination
    2013-07-11
Designations
Other Names
  • Jake Balyeat
  • Jacob Wade Balyeat
  • Jake W Balyeat

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Manhattan, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor