Jacob Edward Mccarney
Investment adviser representative at Next Level Wealth Planning, LLC
19 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$322.7MFirm assets
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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
19 years in the industry.
- Next Level Wealth Planning, LLCOct 2023 to now
- Mccarney Financial Group,LLCNov 2007 to now
- Raymond James FinancialNov 2007 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, ID, OR, TX, UT, WA).
Next Level Wealth Planning, LLC
$322.7MAssets managed
572Clients
5Advisers
3 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
- 4824501
- Firm CRD
- 327644