Jake Daigle
Investment adviser representative at 49 Financial
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
4 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 feeCommissions
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.
- 49 FinancialJun 2025 to now
- University of North Carolina WilmingtonJan 2024 to May 2025
- Green Lean & CleanSep 2023 to Jan 2024
- University of North Carolina WilmingtonAug 2022 to Sep 2023
- Duckworths RestaurantMay 2022 to Aug 2022
- University of North Carolina WilmingtonMay 2021 to May 2022
- True Crafted LLCSep 2018 to Apr 2021
- Communituy House Middle School/ardrey Kell High SchoolJun 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 8170445
- Firm CRD
- 319484