Jacob Dennis Spieth
Investment adviser representative at Kovack Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$6.3BFirm assets
22 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
Experience
11 years in the industry.
- Kovack Advisors, Inc.Feb 2026 to now
- Kovack Securities, Inc.Feb 2026 to now
- Meister & AssociatesJun 2025 to now
- Northwestern MutualJan 2025 to Jul 2025
- Leaf HomeSep 2024 to Feb 2025
- Deep Water DesignApr 2024 to Sep 2024
- Fed ExOct 2023 to Apr 2024
- Bowling Green State UniversityAug 2022 to Dec 2025
- Dj Power WashApr 2022 to Apr 2024
- Liberty Center SchoolSep 2019 to Apr 2022
- Frankincese and MyrrhApr 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kovack Advisors, Inc.
$6.3BAssets managed
13,293Clients
258Advisers
22 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
- 8026592
- Firm CRD
- 140808