Jacob Yale Scott
Investment adviser representative at Wealthspire Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.3BFirm assets
Are you Jacob Yale Scott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wealthspire Advisors LLCDec 2024 to now
- Acg Wealth ManagementApr 2022 to now
- Valic Financial Advisors, Inc.May 2021 to Apr 2022
- UnemployedMar 2021 to May 2021
- Wells Fargo Bank, NANov 2019 to Mar 2021
- Wells Fargo Clearing Services, LLCNov 2019 to Mar 2021
- Paychex Securities CorporationAug 2018 to Oct 2019
- Paychex, Inc.Apr 2018 to Oct 2019
- Esl Investment Services, LLCApr 2017 to Mar 2018
- LPL FinancialNov 2016 to Mar 2018
- Esl Federal Credit UnionOct 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 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
- 6725551
- Firm CRD
- 106181