Jacob Michael Thibault
Investment adviser representative at Bgm Wealth Management
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$517.5MFirm assets
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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
Experience
14 years in the industry.
- Bgm Wealth ManagementAug 2025 to now
- Lake Street Capital MarketsJun 2022 to now
- StudentDec 2021 to May 2022
- AmazonOct 2021 to Dec 2021
- StudentOct 2020 to Sep 2021
- Geraty InvestmentsMay 2019 to Sep 2020
- UnemployedMar 2019 to Apr 2019
- Wilds Golf ClubJun 2018 to Mar 2019
- StudentJan 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 4 states (CA, MN, TX, WI).
Bgm Wealth Management
Legal name: Bgm Wealth Partners, LLC
$517.5MAssets managed
213Clients
7Advisers
29 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
- 7579753
- Firm CRD
- 110483