Jacob Alan Moss
Investment adviser representative at Rcm Wealth Advisors
14 yearsExperience
3 statesRegistered in
$388.8MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Rcm Wealth AdvisorsAug 2020 to now
- Sa Stone Wealth Management Inc.Jan 2015 to now
- United Capital Management of Ks, IncJan 2015 to now
- United Capital Management of Ks, Inc - RiaJan 2015 to now
- Jm CommoditiesAug 2014 to now
- Hoxie Golf ClubDec 2013 to now
- Moss Cattle CompanyDec 2013 to now
- Nwk Agency Services, IncDec 2013 to now
- Usd 412 - Hoxie High SchoolNov 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (IL, KS, TX).
Rcm Wealth Advisors
Legal name: Know Your Options LLC
$388.8MAssets managed
830Clients
8Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6018215
- Firm CRD
- 153641