Jacob Riley Fischer
Investment adviser representative at Facet
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- FacetJun 2026 to now
- Charles Schwab Bank SsbJan 2022 to Jun 2026
- Charles Schwab & Co., Inc.Jul 2018 to Jun 2026
- Hightower AdvisorsMar 2017 to Apr 2018
- Real Property Appraisals, PcAug 2016 to Mar 2017
- Creighton UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
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
- 6996947
- Firm CRD
- 285961