Jacob Matthew Weber
Investment adviser representative at Willow Creek Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Willow Creek Wealth Management, Inc.Sep 2017 to now
- Charles Schwab BankJan 2016 to Aug 2017
- Charles Schwab & Co., Inc.Aug 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Willow Creek Wealth Management, Inc.
$2.3BAssets managed
1,068Clients
10Advisers
27 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
- 6381213
- Firm CRD
- 109240