Jacob W Keil
Investment adviser representative at Sharebuilder 401k
11 yearsExperience
1 stateRegistered in
$0Firm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Sharebuilder 401kNov 2023 to now
- Sharebuilder AdvisorOct 2023 to now
- Benchmark MortgageMar 2023 to now
- Worldmark By Wyndham / Travel & LeisureMar 2023 to Sep 2023
- Network Funding LPDec 2022 to Feb 2023
- Cross Country Mortgage / Team Carol RuddNov 2021 to Dec 2022
- Caliber Home Loans / Team Carol RuddFeb 2021 to Nov 2021
- Wildfin American GrillNov 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 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
- 5727038
- Firm CRD
- 300537