Jacob Wolkowitz
Investment adviser representative at Accredited Investors Wealth Management
15 yearsExperience
2 statesRegistered in
CFADesignation
$4.4BFirm assets
Are you Jacob Wolkowitz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Accredited Investors Wealth ManagementAug 2012 to now
- Accredited Investors Inc.May 2011 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Accredited Investors Wealth Management
Legal name: Accredited Investors Inc
$4.4BAssets managed
947Clients
3Advisers
37 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
- 4421117
- Firm CRD
- 105439