Jacob D Kinsley
Investment adviser representative at W.A. Smith Financial Group
17 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 assetsFixed 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
17 years in the industry.
- W.A. Smith Financial GroupMar 2021 to now
- PNC InvestmentsSep 2019 to now
- Edward JonesDec 2018 to Sep 2019
- The Huntington Investment CompanyFeb 2017 to Dec 2018
- LPL Financial, LLCAug 2016 to Feb 2017
- Firstmerit Bank NAAug 2009 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
W.A. Smith Financial Group
Legal name: Great Lakes Retirement, Inc.
$1.2BAssets managed
1,669Clients
10Advisers
9 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
- 6672364
- Firm CRD
- 146608