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Jacob Brenner Dubois

Investment adviser representative at 3chopt Investment Partners LLC
10 yearsExperience
1 stateRegistered in
$889.4MFirm 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.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. 3chopt Investment Partners LLCApr 2025 to now
  2. UnemployedNov 2024 to Apr 2025
  3. EvrOct 2024 to Nov 2024
  4. Self-employeedFeb 2023 to Oct 2024
  5. Blue Hawk Investment GroupJul 2016 to Feb 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (VA).

3chopt Investment Partners LLC

$889.4MAssets managed
236Clients
7Advisers
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
6711810
Firm CRD
319125
Advisor's SEC record (opens in a new tab)
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