Jacob S. Mayer

CUSHING CAPITAL PARTNERS

Delafield, WI 53018

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CRD#: 6295678

Professional summary

Jacob Steven Mayer, CFP® is a registered financial advisor currently at CUSHING CAPITAL PARTNERS, LLC located in Delafield, Wisconsin.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacob has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

1) MMO INVESTMENT PROPERTIES LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, ENTITY THAT OWNS CORPORATE OFFICE SPACE, PARTNER/OWNER, SEPTEMBER 2020, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 2) MAYER CAPITAL LLC, NOT INVESTMENT RELATED, 417 GENESEE ST, DELAFIELD, WI 53018, REVENUE AND INDIVIDUAL EXPENSES FROM CUSHING CAPITAL GOES THROUGH THIS ENTITY, OWNER, JUNE 2021, 0 HOURS PER MONTH, 0 DURING BUSINESS HOURS. 3) VERSTAND PARTNERS LLC, INVESTMENT RELATED, 340 FAIRWAY DRIVE, BROOKFIELD, WI 53005, ENTITY THAT SEEKS TO OWN PRIVATE REAL ESTATE AND BUSINESS ASSETS, PARTNER, NOVEMBER 2022, 3 HOURS PER MONTH, 0 DURING BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Steven Mayer's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

July 7, 2021 - Present

CUSHING CAPITAL PARTNERS, LLC

Office #1: 417 Genesee Street, Delafield, WI 53018

RIA

CRD#: 313497

Delafield, WI

Past

May 13, 2015 - July 13, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DELAFIELD, WI

Past

April 16, 2015 - July 13, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DELAFIELD, WI

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".

CUSHING CAPITAL PARTNERS, LLC

CRD#: 313497 / SEC#: 801-120953

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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
(2/24/2022)

IAR

Wisconsin
(7/7/2021)

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: 5/13/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/2015

General Securities Representative Examination

Current Firm

CUSHING CAPITAL PARTNERS, LLC

CRD#: 313497 / SEC#: 801-120953

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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Contact information

Main Address

417 Genesee Street, Delafield, WI 53018

Mailing Address

Phone number

(262) 256-0590

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CUSHING CAPITAL PARTNERS FORM ADV PART 2A BROCHURE (10/21/2025)

CUSHING CAPITAL PARTNERS WRAP BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	659
AUM (Assets Under Management)	$ 232,901,370

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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Jacob S. Mayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Steven Mayer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUSHING CAPITAL PARTNERS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

CUSHING CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2015

SIE

Date: 10/1/2018

Series 7

Date: 4/16/2015

Current Firm

CUSHING CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUSHING CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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