Scott Jacobsmeyer
ARGENT WEALTH MANAGEMENT
ROUND ROCK, TX 78664-3831
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CRD#: 4954824
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.
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.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Investment Planning
Education Planning
Social Security Planning
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Jacobsmeyer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
June 24, 2005 - Present
ARGENT WEALTH MANAGEMENT, INC.
Office #1: 2251 Double Creek Drive Suite 606, Round Rock, TX 78664-3831RIA
CRD#: 135376
ROUND ROCK, TX
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".
ARGENT WEALTH MANAGEMENT, INC.
ARGENT WEALTH MANAGEMENT | ARGENT WEALTH MANAGEMENT, INC.
CRD#: 135376 / SEC#: 801-134004
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Texas
Registered Investment Advisory firm - (7/29/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/24/2005)
Current Firm
ARGENT WEALTH MANAGEMENT, INC.
ARGENT WEALTH MANAGEMENT | ARGENT WEALTH MANAGEMENT, INC.
CRD#: 135376 / SEC#: 801-134004
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Texas
Registered Investment Advisory firm - (7/29/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2251 Double Creek Dr Suite 606, Round Rock, TX 78664-3831
Mailing Address
Phone number
(512) 238-6883
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 283 |
| AUM (Assets Under Management) | $ 137,792,000 |
Red Flags
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Company Information
ARGENT WEALTH MANAGEMENT, INC.
CRD#: 135376Round Rock, TX 78664-3831TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
