Jacob Lee Massanopoli
Investment adviser representative at Marotta Wealth Management, Inc.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$686MFirm 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
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Marotta Wealth Management, Inc.Jun 2021 to now
- Rva Wealth ManagementJun 2020 to Aug 2020
- Virginia TechJun 2019 to Apr 2020
- Virginia TechDec 2018 to Mar 2019
- Tarrants WestOct 2015 to Jun 2017
- SchoolAug 2004 to May 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Marotta Wealth Management, Inc.
Legal name: Marotta Asset Management, Inc.
$686MAssets managed
366Clients
9Advisers
22 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
- 7257938
- Firm CRD
- 115645