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Jacob B Beck

Doyenne Wealth Advisors

Chicago, IL

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Current Employers
Doyenne Wealth Advisors

227 W Monroe Street Suite 4650, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-23
  • IL RA
    APPROVED
    Since 2023-10-23

Branch Locations

227 W Monroe Street Suite 4650, Chicago, IL 60606 • 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
Doyenne Wealth Advisors Chicago IL 03/2023 Present
Klarna Columbus OH 01/2021 03/2023
Upstart Columbus OH 03/2019 10/2020
Gm Financial Dallas TX 07/2018 02/2019
Northwestern Mutual Columbus OH 01/2018 05/2018
Ohio State University And Highschool Columbus OH 01/2013 12/2018
  • 03/2023 → Present
    Doyenne Wealth Advisors
    Chicago, IL
  • 01/2021 → 03/2023
    Klarna
    Columbus, OH
  • 03/2019 → 10/2020
    Upstart
    Columbus, OH
  • 07/2018 → 02/2019
    Gm Financial
    Dallas, TX
  • 01/2018 → 05/2018
    Northwestern Mutual
    Columbus, OH
  • 01/2013 → 12/2018
    Ohio State University And Highschool
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-21
  • S65 Uniform Investment Adviser Law Examination
    2023-10-21

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
CABRERA CAPITAL PARTNERS · CHICAGO, IL

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