Jacob Flaspohler
Investment adviser representative at Octavia Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
Are you Jacob Flaspohler? 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 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
10 years in the industry.
- Octavia Risk Management, LLCJun 2025 to now
- Octavia Wealth Advisors, LLCJan 2023 to now
- Fifth Third Bank, National AssociationFeb 2022 to Dec 2022
- Prime Capital Investment Advisors, LLC dba Giesting FinancialJul 2021 to Jan 2022
- Flaherty & Collins PropertiesApr 2021 to Jul 2021
- Flaherty & Collins PropertiesApr 2020 to Jan 2021
- Hillcrest Golf and Country ClubMay 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KY).
Octavia Wealth Advisors LLC
$2.2BAssets managed
3,803Clients
33Advisers
6 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
- 7406992
- Firm CRD
- 306909