Jacob Frederick Jones
Investment adviser representative at Whitcomb & Hess, Inc.
11 yearsExperience
1 stateRegistered in
$490.7MFirm assets
12 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 fee
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
11 years in the industry.
- Whitcomb & Hess, Inc.Apr 2025 to now
- Spreng - Smith Agency Inc.May 2019 to Apr 2025
- J.M. SmuckerAug 2017 to Jan 2018
- Ashland UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Whitcomb & Hess, Inc.
$490.7MAssets managed
1,368Clients
8Advisers
12 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
- 8072906
- Firm CRD
- 121064