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Jacob T Brydels

Wheelhouse Advisory Group, LLC

St. Louis, MO

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Current Employers
Wheelhouse Advisory Group, Llc

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-29
MO RA APPROVED 2024-10-29
  • IL RA
    APPROVED
    Since 2024-10-29
  • MO RA
    APPROVED
    Since 2024-10-29

Branch Locations

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • 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
Hill Investment Group Clayton MO 05/2023 09/2024
St. Louis Trust & Family Office Clayton MO 06/2021 07/2022
Moneta Clayton MO 01/2017 06/2021
Lutheran Church Extension Fund Sunset Hills MO 07/2013 01/2017
Unemployed St. Louis MO 07/2022 04/2023
Wheelhouse Advisory Group Llc St. Louis MO 10/2024 Present
  • 05/2023 → 09/2024
    Hill Investment Group
    Clayton, MO
  • 06/2021 → 07/2022
    St. Louis Trust & Family Office
    Clayton, MO
  • 01/2017 → 06/2021
    Moneta
    Clayton, MO
  • 07/2013 → 01/2017
    Lutheran Church Extension Fund
    Sunset Hills, MO
  • 07/2022 → 04/2023
    Unemployed
    St. Louis, MO
  • 10/2024 → Present
    Wheelhouse Advisory Group Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-14
  • S65 Uniform Investment Adviser Law Examination
    2023-08-14
Other Names
  • Jacob Brydels

View on SEC IAPD

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