Scott Jacobsmeyer
CFP®Professional Summary
Scott Jacobsmeyer, CFP® is a registered financial advisor currently at ARGENT WEALTH MANAGEMENT, INC. located in Round Rock, Texas. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Scott has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Education Funding
- Social Security & Medicare Planning
- Tax Planning
Biography
Outside of work Scott is passionate about long distance hiking. He has successfully "thru-hiked" the 2650 mile Pacific Crest Trail in 2004, The 468 mile Colorado Trail in 2005, the 270 mile Long Trail (Vermont) in 2006-2007, and the 93 mile Wonderland Trail (Mt. Rainier NP) in 2007. Scott resides in Round Rock, TX with his wife and two daughters.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ARGENT WEALTH MANAGEMENT | ARGENT WEALTH MANAGEMENT, INC.
Contact Information
Main Address
2251 Double Creek Dr Suite 606, Round Rock, TX 78664-3831Phone Number
(512) 238-6883# of Employees
1SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
308AUM (Assets Under Management)
$172,406,000Similar Advisors
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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.
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Primary Firm SEC Registration
ARGENT WEALTH MANAGEMENT | ARGENT WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(6/24/2005)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Scott Jacobsmeyer's CRS (Customer Relationship Summary).
Services Offered by Scott
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Education Funding
- Social Security & Medicare Planning
- Tax Planning
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