Jacob Owen Collinsworth
Investment adviser representative at Smith Salley Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2.9BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Smith Salley Wealth ManagementJan 2023 to now
- Smith, Salley & Associates, LLCJan 2023 to now
- UnemployedDec 2022 to Jan 2023
- Personal CapitalFeb 2014 to Nov 2022
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Smith Salley Wealth Management
Legal name: Smith, Salley & Associates, LLC
$2.9BAssets managed
1,129Clients
17Advisers
22 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
- 5504431
- Firm CRD
- 129614