Breck Jacobs
Investment adviser representative at Gibbs Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Future Focus Wealth ManagementSep 2025 to now
- Gibbs Wealth Management, LLCMay 2025 to now
- Future Focus FinancialOct 2023 to now
- Jacobs Financial Group LLCMar 2018 to Dec 2025
- Sempre AvantiNov 2015 to Nov 2023
- Hornor Townsend & Kent IncNov 2015 to Mar 2018
- Penn Mutual Life Insurance CoNov 2015 to Mar 2018
- Sole ProprietorJan 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (UT).
Gibbs Wealth Management, LLC
$1.1BAssets managed
5,356Clients
68Advisers
4 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
- 6582313
- Firm CRD
- 281621