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Inactive

Jacob Dwayne Mckinney

Clark Wealth Partners, LLC

O'FAllon, IL

CRD 7866250

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Employer firm

Clark Wealth Partners, LLC CRD 321757

$260M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Clark Wealth Partners, Llc

821 West Hwy 50 Suite 204, O'FAllon, IL 62269 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-02
  • IL RA
    APPROVED
    Since 2024-02-02

Branch Locations

821 West Hwy 50 Suite 204, O'FAllon, IL 62269 • 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
Clark Wealth Partners, Llc O'FAllon IL 01/2024 Present
Armstrong Teasdale Llp Clayton MO 10/2022 01/2024
Air Force National Guard Scott Air Force Base IL 02/2017 02/2023
Pwc St. Louis MO 10/2021 10/2022
Wm. Bradley Ogden Cpa Carbondale IL 01/2021 05/2021
First Mid Bank & Trust Carbondale IL 06/2019 01/2021
Rend Lake College Ina IL 08/2018 05/2019
Wayne City High School Wayne City IL 02/2014 05/2017
  • 01/2024 → Present
    Clark Wealth Partners, Llc
    O'FAllon, IL
  • 10/2022 → 01/2024
    Armstrong Teasdale Llp
    Clayton, MO
  • 02/2017 → 02/2023
    Air Force National Guard
    Scott Air Force Base, IL
  • 10/2021 → 10/2022
    Pwc
    St. Louis, MO
  • 01/2021 → 05/2021
    Wm. Bradley Ogden Cpa
    Carbondale, IL
  • 06/2019 → 01/2021
    First Mid Bank & Trust
    Carbondale, IL
  • 08/2018 → 05/2019
    Rend Lake College
    Ina, IL
  • 02/2014 → 05/2017
    Wayne City High School
    Wayne City, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-27
Other Names
  • Jake D. Mckinney

View on SEC IAPD

Nearby Firms

FIRST COMMAND ADVISORY SERVICES
EDWARD JONES
STIFEL INDEPENDENT ADVISORS, LLC

Nearby Investors

ALAN EDWARD ORR
Jill Suzette Pietrusinski
Steven Ray Bione

Nearby Offices

FIRST COMMAND ADVISORY SERVICES · O'FALLON, IL
FIRST COMMAND ADVISORY SERVICES · O Fallon, IL
EDWARD JONES · O FALLON, IL

More in O'fallon, IL

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