Tristan L Jacobi
Investment adviser representative at Cwm Advisory, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$101MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
11 years in the industry.
- Creative Wealth ManagementJan 2022 to now
- Cwm Advisory, LLCJan 2022 to now
- Cwm Advisory, LLCApr 2019 to Dec 2021
- Creative Wealth ManagementOct 2018 to Dec 2021
- Scf Investment Advisors, IncOct 2018 to May 2019
- UnemployedJun 2018 to Sep 2018
- AflacJan 2018 to Jun 2018
- Slippery Rock UniversityAug 2017 to Jan 2018
- Irish EyesMay 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 4 states (DE, FL, MD, TX).
Cwm Advisory, LLC
$101MAssets managed
248Clients
3Advisers
Under 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
- 7027883
- Firm CRD
- 299923