Jacob Daniel Siani
Investment adviser representative at Amplius Wealth Advisors
11 yearsExperience
2 statesRegistered in
$1.7BFirm assets
5 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 fee
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.
- Amplius Wealth AdvisorsJul 2026 to now
- Franklin Group Financial Services/equitable AdvisorsAug 2025 to Jun 2026
- Johns Hopkins UniversityAug 2021 to Jun 2025
- William Penn Charter SchoolSep 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Amplius Wealth Advisors
Legal name: Amplius Wealth Advisors, LLC
$1.7BAssets managed
781Clients
11Advisers
5 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
- 8171688
- Firm CRD
- 312463