Jakob Andrew Boley
Investment adviser representative at Choreo, LLC
12 yearsExperience
1 stateRegistered in
$19.1BFirm assets
14 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
12 years in the industry.
- Choreo, LLCMay 2025 to now
- Plan2thrive Financial, LLCApr 2024 to Apr 2025
- UnemployedMar 2024 to Apr 2024
- Thrivent Investment Management IncDec 2023 to Apr 2024
- Thrivent FinancialDec 2023 to Mar 2024
- Thrivent Investment Management Inc.Dec 2022 to Oct 2023
- University of IowaAug 2021 to Dec 2023
- University of Iowa Recreation and WellnessFeb 2021 to Dec 2023
- North Scott Community School DistrictJan 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
14 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
- 7561675
- Firm CRD
- 111221