Jacob Dorsey Weaver
Investment adviser representative at Benchmark Financial, LLC
10 yearsExperience
1 stateRegistered in
$131.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Benchmark Financial, LLCMay 2022 to now
- UnemployedNov 2019 to now
- Lau Associates LLCJan 2016 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (DE).
Benchmark Financial, LLC
$131.6MAssets managed
90Clients
4Advisers
1 yearIn 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
- 4791111
- Firm CRD
- 297443