Jacob Jeffery Pulver
Investment adviser representative at Kingswood Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$3.8BFirm assets
9 yearsFirm in business
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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
12 years in the industry.
- Kingswood Wealth Advisors, LLCFeb 2024 to now
- Kingswood Capital PartnersFeb 2024 to now
- Mywallst AdvisoryOct 2022 to Feb 2024
- Xton FinancialOct 2022 to Feb 2024
- Dj Cap, LLCNov 2020 to Oct 2022
- Simplify Home Loans, LLCJul 2020 to Oct 2020
- Boxed WaterFeb 2020 to May 2020
- Dj Cap, LLCJan 2019 to Jan 2020
- Global View Capital AdvisorsJan 2017 to Dec 2018
- The Church of Jesus Christ of Latter Day SaintsJun 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
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
- 7091985
- Firm CRD
- 288792