Jacob M. Czeschin

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CRD#: 4915885

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacob Matthew Czeschin was a registered financial professional .

Jacob is a previously registered financial professional and started their career in finance in 2005. Jacob had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 2, 2013 - October 2, 2017

SIGNIFY WEALTH LLC

RIA

CRD#: 160094

ST. LOUIS, MO

Past

September 27, 2013 - January 2, 2015

NATIONAL PLANNING CORPORATION

CRD#: 29604

SAINT LOUIS, MO

Past

January 21, 2011 - October 8, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

CREVE COEUR, MO

Past

October 26, 2010 - October 8, 2013

LPL FINANCIAL LLC

CRD#: 6413

CREVE COEUR, MO

Past

September 5, 2005 - October 28, 2010

EDWARD JONES

CRD#: 250

WELDON SPRING, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNIFY WEALTH LLC

NEXT WEALTH | STRATEGIC PARTNERS WEALTH MANAGEMENT | SIGNIFY WEALTH LLC

CRD#: 160094 / SEC#: 801-116909

RIA

Registered Investment Advisory firm - (7/5/2019 Approved)

Louisiana

Registered Investment Advisory firm - (8/12/2019 Terminated)

Missouri

Registered Investment Advisory firm - (8/9/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/9/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/20/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/9/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/2005

General Securities Representative Examination

Current Firm

SIGNIFY WEALTH LLC

NEXT WEALTH | STRATEGIC PARTNERS WEALTH MANAGEMENT | SIGNIFY WEALTH LLC

CRD#: 160094 / SEC#: 801-116909

RIA

Registered Investment Advisory firm - (7/5/2019 Approved)

Louisiana

Registered Investment Advisory firm - (8/12/2019 Terminated)

Missouri

Registered Investment Advisory firm - (8/9/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/31/2018 Terminated)

Texas

Registered Investment Advisory firm - (8/9/2019 Terminated)

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Contact information

Main Address

7750 Clayton Road Suite 100, St. Louis, MO 63117

Mailing Address

Phone number

(314) 222-0295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (7/25/2025)

Regulatory assets under management

Total Number of Accounts	406
AUM (Assets Under Management)	$ 283,707,850

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/23/2024	Cover Page	Report
06/28/2023	Cover Page	Report
09/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob M. Czeschin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NATIONAL PLANNING CORPORATION

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

Primary Firm SEC Registration

SIGNIFY WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2011

Series 63

Date: 9/9/2005

SIE

Date: 1/2/2015

Series 7

Date: 9/2/2005

Current Firm

SIGNIFY WEALTH LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SIGNIFY WEALTH LLC

TRUST BUT VERIFY

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