Jacob Randal Floyd
Investment adviser representative at Floyd Financial Group LLC
19 yearsExperience
2 statesRegistered in
$164.5MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Floyd Financial Group, LLCJan 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Floyd Financial Group LLC
$164.5MAssets managed
689Clients
1Advisers
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
- 7255807
- Firm CRD
- 226773