Jacob Robert Cogley
Investment adviser representative at Lineweaver Wealth Advisors
9 yearsExperience
1 stateRegistered in
$1.1BFirm assets
11 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
- Seminars and workshops
Experience
9 years in the industry.
- Triad AdvisorsDec 2023 to now
- Lineweaver Wealth AdvisorsNov 2023 to now
- Lineweaver Financial GroupNov 2023 to now
- N/aAug 2023 to Nov 2023
- Hunter AssociatesJun 2022 to Aug 2023
- Flyer EnterprisesOct 2018 to Jan 2020
- University of DaytonAug 2018 to May 2022
- Akron Area YmcaDec 2015 to Aug 2019
- Walsh Jesuit High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Lineweaver Wealth Advisors
Legal name: Lineweaver Wealth Advisors, LLC
$1.1BAssets managed
2,134Clients
9Advisers
11 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
- 7567272
- Firm CRD
- 173310