Jacob Alexander Ferrin
Investment adviser representative at The Wealth Group - Austin B. Colby & Associates
11 yearsExperience
1 stateRegistered in
$711MFirm 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 assetsFixed 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.
- The Wealth Group - Austin B. Colby & AssociatesJun 2026 to now
- Hazeltine National Golf ClubMay 2021 to May 2025
- Full-time StudentAug 2015 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
The Wealth Group - Austin B. Colby & Associates
Legal name: The Wealth Group, Ltd
$711MAssets managed
591Clients
12Advisers
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
- 8311889
- Firm CRD
- 311385