Jacob Matthew Bauer
Investment adviser representative at Kingsview Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$9BFirm assets
12 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
Experience
11 years in the industry.
- Foreside Fund Services, LLCJun 2021 to now
- Kingsview Wealth Management, LLCMay 2019 to now
- Kingsview PartnersMay 2019 to now
- Wintrust FinancialMay 2018 to Aug 2018
- Libertyville Bank & TrustMay 2017 to Aug 2017
- Kelley School of Business At Indiana UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
12 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
- 7219221
- Firm CRD
- 148107