Jacob David Vonloh
Investment adviser representative at Jim Saulnier & Associates, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$286.4MFirm 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
15 years in the industry.
- Jim Saulnier & Associates, LLCMay 2019 to now
- N/aAug 2018 to May 2019
- Built By KruegerMay 2018 to Aug 2018
- N/aAug 2017 to May 2018
- Niwot Lawn CareApr 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
Jim Saulnier & Associates, LLC
$286.4MAssets managed
184Clients
5Advisers
3 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
- 7256423
- Firm CRD
- 169889