Jacob Edward Butler
Investment adviser representative at Singer Wealth Advisors LLC
13 yearsExperience
1 stateRegistered in
$910.6MFirm assets
4 yearsFirm in business
Are you Jacob Edward Butler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
13 years in the industry.
- Singer Wealth Advisors, LLCJun 2023 to now
- TIAAJun 2021 to Jun 2023
- TIAA-CREF Individual & Institutional Services, LLCJun 2021 to Jun 2023
- Nuveen, a TIAA CompanyJun 2020 to Aug 2020
- Glenview Capital Management, LLCJun 2019 to Aug 2019
- Tulane UniversityAug 2018 to May 2021
- Sunnybrook Golf ClubJun 2017 to Aug 2018
- Plymouth Whitemarsh High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Singer Wealth Advisors LLC
$910.6MAssets managed
953Clients
24Advisers
4 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
- 7389873
- Firm CRD
- 317218