Jacob Carson Wells
Investment adviser representative at Zenith Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$115.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed 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.
- Zenith Advisory Group, LLCSep 2025 to now
- ZenithAug 2025 to now
- Nfl/xflMay 2022 to Jun 2025
- StudentSep 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Zenith Advisory Group, LLC
$115.4MAssets managed
186Clients
3Advisers
Under 1 yearIn 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
- 8170588
- Firm CRD
- 321689