Jacob Michael Courtney
Investment adviser representative at Slp Wealth
9 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$63.7MFirm 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
Experience
9 years in the industry.
- Slp WealthOct 2023 to now
- Student Loan PlannerJul 2023 to now
- Millennialfp LLCFeb 2023 to Nov 2023
- Amerirpise Financial Services, LLCJul 2020 to Jan 2023
- Strategy & Resources, LLCSep 2014 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (OH, TN, TX).
Slp Wealth
Legal name: Slp Wealth LLC
$63.7MAssets managed
1,657Clients
14Advisers
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
- 7282960
- Firm CRD
- 325631