Jacob Paxton Wick
Investment adviser representative at Northcoast Asset Management LLC
15 yearsExperience
1 stateRegistered in
$5BFirm assets
10 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Northcoast Asset Management LLCJan 2025 to now
- Kovitz Investment Group Partners, LLCJun 2024 to now
- Connectus WealthNov 2021 to Jun 2024
- Northcoast Asset Management, LLCFeb 2011 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CT).
Northcoast Asset Management LLC
$5BAssets managed
4,486Clients
31Advisers
10 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
- 5899722
- Firm CRD
- 282241