Jacob Falkenthal
Investment adviser representative at Belpointe Asset Management LLC
20 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 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
- Seminars and workshops
Experience
20 years in the industry.
- Belpointe Asset Management, LLCFeb 2025 to now
- Navigation Wealth ManagementJun 2021 to now
- Northwestern Mutual Investment Services LLCDec 2020 to Jun 2021
- Northwestern Mutual Life Insurance CompanyAug 2020 to Jun 2021
- ProampacMay 2006 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 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
- 7245427
- Firm CRD
- 143440