Jacob Thomas Chockran
Investment adviser representative at Windsor Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
24 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Windsor Advisory Group, LLCJun 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Windsor Advisory Group, LLC
$2.9BAssets managed
543Clients
12Advisers
24 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
- 7662871
- Firm CRD
- 122266