Jacob Gall
Investment adviser representative at Modern Dollar Planning, LLC
12 yearsExperience
1 stateRegistered in
$159.1MFirm assets
3 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Modern Dollar Planning, LLCAug 2024 to now
- Collop CapitalJun 2023 to now
- Stratman SportsJun 2018 to now
- Southern Illinois University EdwardsvilleSep 2022 to Oct 2022
- Laure FinancialFeb 2022 to Aug 2022
- Gateway Region VolleyballOct 2019 to Feb 2020
- Archford Capital StrategiesFeb 2019 to Dec 2021
- Mckendree UniversityAug 2018 to May 2023
- Centerfield ParkMay 2016 to Aug 2017
- Althoff Catholic High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
Modern Dollar Planning, LLC
$159.1MAssets managed
153Clients
2Advisers
3 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
- 7764101
- Firm CRD
- 174695