Jacob Prater
Investment adviser representative at Modera Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$17.7BFirm assets
15 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
- Pension consulting
Experience
11 years in the industry.
- Modera Wealth Management, LLCApr 2025 to now
- Highland Christian ChurchSep 2021 to now
- Pizza HutJan 2022 to Aug 2022
- Town HardwareMay 2021 to Mar 2022
- Montreat CollegeAug 2017 to Sep 2021
- West-oak High SchoolAug 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 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
- 8233951
- Firm CRD
- 155649