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13358 Manchester Road Suite 200 Des Peres, MO 63131

314.514.1991
jake.horseman@lpl.com
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Where will the journey lead you?

I strive to help successful individuals navigate their financial paths and prioritize what matters most.  

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Schedule An Appointment

We help you stay on track with your goals and maintain financial confidence.

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Personalized, Proactive Strategies

Let's build a specialized plan for you.

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<strong>Meet the Team</strong>

Meet the Team

I work in partnership with my business development manager to ensure that you receive nothing short of exceptional service. 

<strong>Explore Our Services</strong>

Explore Our Services

I'll work with you to explore your options and determine which ones fit your individual strategy, keeping your goals top of mind in the process. 

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