Jacob Rothwell Walters
Investment adviser representative at Sawyer Falduto Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$896.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Sawyer Falduto Asset Management, LLCOct 2015 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sawyer Falduto Asset Management, LLC
Legal name: Sfam, LLC
$896.5MAssets managed
514Clients
4Advisers
19 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
- 6501521
- Firm CRD
- 145026