Jacob Richard Summerville
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Sequent Planning, LLCAug 2026 to now
- St. Louis Insurance Group, LLCJun 2026 to now
- St. Louis Insurance Group, LLCJun 2025 to Aug 2025
- Fieldhouse & Willie'sApr 2024 to May 2026
- University of Missouri-ColumbiaAug 2023 to May 2026
- St. Louis Community CollegeJan 2023 to May 2023
- McKendree UniversityAug 2022 to Dec 2022
- 1st PhormMay 2022 to Jul 2024
- Fancave, LLCNov 2021 to May 2022
- SchnucksOct 2020 to Mar 2021
- Bartolino's SouthOct 2019 to Dec 2019
- Lindbergh High SchoolAug 2018 to May 2022
- Sperreng Middle SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Sequent Planning, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8326975
- 160381