Jacob Imling
Investment adviser representative at Cookson Peirce Wealth Management
21 yearsExperience
1 stateRegistered in
$2.6BFirm assets
42 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Cookson Peirce Wealth ManagementApr 2026 to now
- LPL Enterprise LLCJun 2025 to Apr 2026
- Robert W. Baird & Co. IncorporatedJun 2024 to Aug 2024
- University of Pittsburgh - University Endowment FundJun 2023 to Aug 2023
- Stone Pier Capital Advisors, LPMay 2023 to Sep 2023
- LPL Financial LLCMay 2022 to Dec 2022
- University of PittsburghAug 2021 to May 2025
- Thomas Jefferson High SchoolAug 2017 to Jun 2021
- St. Sylvester SchoolAug 2005 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cookson Peirce Wealth Management
Legal name: Cookson Peirce & Co Inc
$2.6BAssets managed
1,648Clients
23Advisers
42 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
- 7527265
- Firm CRD
- 110729