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Jacob A Chandler

Investment adviser representative at Tlg Advisors, Inc.
14 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm 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
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Tlg Advisors, Inc.Apr 2019 to now
  2. The Leaders Group, Inc.Apr 2019 to now
  3. American Global Wealth ManagementJan 2019 to Mar 2019
  4. Ameritas Investment CorpJun 2017 to Dec 2018
  5. Capital Choice Financial ServicesJun 2017 to Dec 2018
  6. Ccf Investments, Inc.Apr 2012 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (CO).

Tlg Advisors, Inc.

$2.3BAssets managed
5,161Clients
298Advisers
25 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
5671963
Firm CRD
111052
Advisor's SEC record (opens in a new tab)
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