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JI

Jacob N. Impellicceiri

GRANTD WEALTH
DENVER, CO 80203
Some features on this profile are disabled
CRD#: 6699882
JI
Jacob Neuman ImpellicceiriGRANTD WEALTH

Professional summary

Jacob Neuman Impellicceiri, who also goes by Jacob Newman Impellicceiri, Jacob Impellicceiri, Jacob Newman Impellicceri, is a registered financial advisor currently at GRANTD WEALTH, INC. located in Denver, Colorado.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacob has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jacob Newman Impellicceiri | Jacob Impellicceiri | Jacob Newman Impellicceri

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) A.F. MCGERVEY AND COMPANY POSITION: Tax Preparer NATURE: The company prepares tax returns for the public and assists them in filing their returns for a fee. INVESTMENT RELATED: No HOURS PER MONTH: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2026 ADDRESS: 5329 BROWNSVILLE ROAD PITTSBURGH, PA 15236, United States DESCRIPTION: I prepare taxes using a PTIN, I facilitate the processing of tax returns for the public, I assist in the collection of payment of tax return fees from the public.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Neuman Impellicceiri'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®
None

Experience

Current

April 6, 2026 - Present

GRANTD WEALTH, INC.

Office #1: 1700 Lincoln Street 46th Floor, Denver, CO 80203
RIA
CRD#: 340110
DENVER, CO
Past

January 9, 2026 - August 13, 2026

MERRIWETHER INVESTMENTS, INC.

RIA
CRD#: 310908
DENVER, CO
Past

September 5, 2025 - January 6, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ORLAND PARK, IL
Past

September 5, 2025 - January 6, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Orland Park, IL
Past

December 16, 2020 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Orland Park, IL
Past

December 15, 2020 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Orland Park, IL
Past

June 8, 2017 - January 2, 2019

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Frankfort, IL
Past

June 8, 2017 - January 2, 2019

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Orland Park, IL
Past

November 18, 2016 - May 30, 2017

MCADAM LLC

RIA
CRD#: 170914
Chicago, IL
Past

October 7, 2016 - May 18, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Chicago, IL

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
California
(4/28/2026)
IAR
Colorado
(4/6/2026)
IAR
Illinois
(4/7/2026)
IAR
Texas
(8/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/7/2016
General Securities Representative Examination

Current Firm

GW
GRANTD WEALTH, INC.
GRANTD WEALTH, INC. | MERRIWETHER INVESTMENTS, INC.

CRD#: 340110 / SEC#:

Colorado
Registered Investment Advisory firm - (4/6/2026 Approved)
Illinois
Registered Investment Advisory firm - (4/7/2026 Approved)
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Contact information

Main Address
1700 Lincoln Street 46th Floor, Denver, CO 80203
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

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

Company Information

GRANTD WEALTH, INC.

CRD#: 340110Denver, CO 80203

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