Jacob Abbott
Investment adviser representative at Element Squared Private Wealth
11 yearsExperience
1 stateRegistered in
$203.5MFirm assets
3 yearsFirm in business
Are you Jacob Abbott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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.
- Element Squared Private WealthMay 2025 to now
- Skyline Social and GamesNov 2024 to Apr 2025
- Mccoy's Copper PintMay 2024 to Aug 2024
- Mccoy's Copper PintMay 2023 to Aug 2023
- Mccoy's Copper PintMay 2022 to Aug 2022
- University of Minnesota DuluthAug 2021 to May 2025
- Mccoy's Copper PintAug 2019 to Aug 2021
- Na UnemployedAug 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Element Squared Private Wealth
Legal name: Element Squared LLC
$203.5MAssets managed
478Clients
6Advisers
3 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
- 8187112
- Firm CRD
- 311284