Jacob Taylor Durbin
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$12BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Forvis Mazars Wealth Advisors, LLCSep 2022 to now
- Forvis Wealth AdvisorsSep 2022 to May 2024
- Charles Schwab BankAug 2017 to Sep 2022
- Charles Schwab & Co., Inc.Feb 2016 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (IN, OH, PA).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 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
- 6499242
- Firm CRD
- 110905