Jacob Paul Eld
Investment adviser representative at Sapient Private Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sapient Private Wealth Management, LLCOct 2018 to now
- University of Oregon FoundationMar 2015 to Jul 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OR).
Sapient Private Wealth Management, LLC
Legal name: Sapient Private Wealth Management Services, LLC
$1.7BAssets managed
661Clients
13Advisers
15 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
- 5231297
- Firm CRD
- 159419