Jacob Clark
Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 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
- Pension consulting
Experience
10 years in the industry.
- Valmark Advisers, Inc.May 2024 to now
- Trove Private WealthJan 2022 to now
- Wis InternationalNov 2021 to Dec 2023
- UnemployedMar 2021 to Nov 2021
- Rent SonsMay 2019 to Mar 2021
- Wealth Impact Partners (now Called Trove Private Wealth)Jun 2018 to Aug 2018
- Cold Chain TechnologiesJul 2017 to Aug 2017
- Kirkbrae Country ClubMar 2017 to Nov 2017
- Stonehill CollegeSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 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
- 7495022
- Firm CRD
- 108050