Jacob Allen Bunch
Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther
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
14 years in the industry.
- LPL Financial, LLC.Aug 2022 to now
- Private Advisor Group, LLCAug 2022 to now
- Bunch Family Holdings, LLC.May 2022 to now
- Haslam College of Business - University of TennesseeJan 2020 to May 2022
- Emerald Youth FoundationAug 2018 to Jan 2020
- Helen Ross Mcnabb CenterAug 2018 to Jan 2020
- Maryville College - Bonner ScholarAug 2018 to Jan 2020
- Holts, LLC.Jan 2016 to Aug 2018
- Grainger County SchoolsAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7611631
- Firm CRD
- 155216