Jacob Paul Sapia
Investment adviser representative at Wmgna
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$346.4MFirm 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
Experience
10 years in the industry.
- Arkadios CapitalNov 2024 to now
- Wmgna, LLCAug 2024 to now
- Osaic WealthAug 2024 to Nov 2024
- Prudential Insurance Company of AmericaJan 2021 to Jul 2024
- Pruco Securities, LLC.Jul 2020 to Jul 2024
- Sagemark ConsultingMay 2019 to Aug 2019
- Turnpike Wine and SpiritsJul 2017 to Sep 2019
- Roger Williams UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CT).
Wmgna
Legal name: Wealth Management Group of North America, LLC
$346.4MAssets managed
326Clients
4Advisers
2 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
- 7120554
- Firm CRD
- 125765