Jacob Matthew Watkins
Investment adviser representative at Truenorth Wealth
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
18 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 assetsHourlyOther
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
10 years in the industry.
- Truenorth WealthJul 2024 to now
- Drut Custom WeldingMay 2023 to Jul 2024
- Hangar 15 BicyclesMay 2019 to May 2023
- Brigham Young UniversityJun 2018 to May 2019
- Bingham High SchoolMar 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Truenorth Wealth
Legal name: Association Financial Services Inc.
$1.3BAssets managed
975Clients
11Advisers
18 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
- 8274795
- Firm CRD
- 142205