Jakob Wilhelm Patch
Investment adviser representative at Harbour Investments, Inc.
11 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 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 assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Equity Enterprises, IncJun 2026 to now
- Harbour Investments, Inc.Jun 2024 to now
- Alongi Santas InsuranceMay 2023 to Jun 2026
- Rw BairdApr 2022 to May 2023
- Carroll UniversitySep 2021 to Mar 2022
- Clearwater HarvestersMay 2021 to Aug 2021
- Carroll UniversitySep 2020 to May 2021
- Corporate ContractorsMay 2020 to Aug 2020
- Carroll UniversityJun 2019 to May 2020
- Beloit Memorial High SchoolJun 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 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
- 7537213
- Firm CRD
- 19258