Jacob B Reber
Investment adviser representative at Modern Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 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
- Seminars and workshops
Experience
11 years in the industry.
- Modern Wealth Management, LLCSep 2026 to now
- Modern Wealth Managment, LLCSep 2026 to now
- Bank of America, N.A.Mar 2025 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to Sep 2026
- Fidelity InvestmentsOct 2020 to Dec 2024
- Each EnterpriseJun 2020 to Aug 2020
- UnemployedFeb 2020 to Sep 2020
- OneamericaAug 2018 to Jul 2019
- First Call Temporary ServiceNov 2016 to Dec 2016
- Teleservices DirectAug 2016 to Nov 2016
- Byu-idahoJan 2016 to Jan 2020
- ConduentAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
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
- 7310574
- Firm CRD
- 324624