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Jacob Cole Ferdig

Mwa Financial Services Inc.

Laguna Hills, CA

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Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-17
OR RA APPROVED 2024-06-17
  • CA RA
    APPROVED
    Since 2024-06-17
  • OR RA
    APPROVED
    Since 2024-06-17

Branch Locations

23441 S. Pointe Drive Suite 110, Laguna Hills, CA 92653 • 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
Modern Woodmen Of America Rock Island IL 05/2023 Present
1886 Brewing Company Orange CA 03/2022 06/2023
The District Lounge Orange CA 07/2021 01/2022
Mod Pizza Lake Oswego OR 04/2020 08/2020
Student At Dodge College Of Film And Media Arts Orange CA 08/2018 05/2022
Men's Wearhouse Tigard OR 02/2018 08/2018
Lake Oswego High School Lake Oswego OR 08/2014 06/2018
Mwa Financial Services Inc Rock Island IL 10/2023 Present
  • 05/2023 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 03/2022 → 06/2023
    1886 Brewing Company
    Orange, CA
  • 07/2021 → 01/2022
    The District Lounge
    Orange, CA
  • 04/2020 → 08/2020
    Mod Pizza
    Lake Oswego, OR
  • 08/2018 → 05/2022
    Student At Dodge College Of Film And Media Arts
    Orange, CA
  • 02/2018 → 08/2018
    Men's Wearhouse
    Tigard, OR
  • 08/2014 → 06/2018
    Lake Oswego High School
    Lake Oswego, OR
  • 10/2023 → Present
    Mwa Financial Services Inc
    Rock Island, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-22
S63 Uniform Securities Agent State Law Examination 2023-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-05-22
  • S63 Uniform Securities Agent State Law Examination
    2023-09-30
Other Names
  • Jake Westby

View on SEC IAPD

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Other Offices

TOWNELEY CAPITAL MANAGEMENT, INC. · LAGUNA HILLS, CA
CETERA INVESTMENT ADVISERS LLC · LAGUNA HILLS, CA
LPL FINANCIAL LLC · LAGUNA HILLS, CA
FUSION FINANCIAL · LAGUNA HILLS, CA
ADVISORS ON CALL · LAGUNA HILLS, CA
EQUITABLE ADVISORS, LLC · LAGUNA HILLS, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Laguna Hills, CA
EDWARD JONES · Laguna Hills, CA

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