Professional Wealth Advisors, LLC
Jacob J. Cate, CRPC, is an experienced Wealth Advisor currently at Professional Wealth Advisors, LLC since November 2019. Previously, Jacob served as an Associate Wealth Advisor at Masus Financial Group from May 2014 to November 2019, focusing on helping clients attain retirement and investment goals. Prior experience includes roles as a Financial Representative at COUNTRY ® Financial, where Jacob assisted clients with financial security, and positions at John Hancock Retirement Plan Services and Masus Financial Group, Ltd., in marketing and administrative capacities. Jacob holds a Chartered Retirement Planning Counselor designation from the College for Financial Planning and a Bachelor of Arts in Political Science from Aurora University.
Professional Wealth Advisors, LLC
We are a client-focused wealth management firm providing guidance for business owners and executives, independent women, endowments and foundations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NE, NJ, NC, OH, OK, PA, SC, SD, TN, TX, VA, WA, and WI.