Jacob Daniel Woodrum
Investment adviser representative at Hobart Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$558.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Hobart WealthJul 2017 to now
- Hobart Private CapitalMay 2017 to now
- Hobart Insurance ServicesDec 2017 to Dec 2022
- Wells FargoJul 2015 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hobart Wealth
Legal name: Hobart Private Capital, LLC
$558.2MAssets managed
727Clients
12Advisers
10 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
- 6813065
- Firm CRD
- 168494