Jacob Schaffer
Investment adviser representative at Navigation Wealth Management
13 yearsExperience
1 stateRegistered in
$103.2MFirm 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 feeOther
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
13 years in the industry.
- Navigation Wealth Management, Inc.Mar 2026 to now
- Jacob Schaffer LLCNov 2023 to now
- Colonial LifeNov 2023 to Nov 2023
- Student (cfp Coursework)Aug 2023 to Nov 2023
- Evolution KitchensDec 2022 to Aug 2023
- Bruck EnterprisesMar 2022 to Dec 2022
- Bellino FireworksJun 2021 to Jul 2021
- Else ConstructionAug 2018 to Mar 2022
- Full-time StudentAug 2013 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Navigation Wealth Management
Legal name: Navigation Wealth Management, Inc.
$103.2MAssets managed
962Clients
8Advisers
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
- 8234788
- Firm CRD
- 282640