Jacob Daniel Steingrubey

CFP

Krilogy

12 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Krilogy

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

53 advisors

Number of Clients

2,831 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$3.5B

Fee Structure

Financial Planning:Included in AUM fee

Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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History

Regulatory History (1)

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Criminal

July 2004

Final Disposition

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Other Business Activities

Jacob is the owner/landlord of Steingrubey Properties, LLC, a rental property. He spends minimal time maintaining the property.

Employment History

Current Registrations

Krilogy

February 2016 - Present · 10 yrs

Previous Registrations

Cutter & Company, INC.Broker

September 2013 - January 2016 · 2 yrs 4 mos

Scottrade, INC.Broker

April 2013 - August 2013 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.