Jakob Raymond Wilson
Investment adviser representative at Practice Financial Group
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$436.8MFirm 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 assetsFixed 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
9 years in the industry.
- Practice Financial GroupJun 2020 to now
- Brigham Young UniversityAug 2015 to Apr 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (ID).
Practice Financial Group
Legal name: Pfg Investments, LLC
$436.8MAssets managed
474Clients
7Advisers
6 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
- 7973874
- Firm CRD
- 289256