Jacob Alexander Yocco
Investment adviser representative at Cardinal Retirement Planning, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$127.4MFirm 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
- Pension consulting
Experience
13 years in the industry.
- Damis, Inc.May 2021 to now
- Cardinal Retirement Planning, Inc.May 2018 to now
- Insurance Advisor Associates, Inc.Sep 2017 to May 2021
- H.E. Scheil & Associates, Inc.May 2017 to May 2021
- H.E. Scheil & Associates, Inc.May 2016 to Dec 2016
- Campus RecreationJan 2014 to May 2017
- University of North Carolina-chapel HillAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Cardinal Retirement Planning, Inc.
$127.4MAssets managed
107Clients
3Advisers
1 yearIn 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
- 6949226
- Firm CRD
- 166545