JI

Jacob N. Impellicceiri

MERRIWETHER INVESTMENTS
DENVER, CO 80203
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CRD#: 6699882
JI

Professional summary


Jacob Neuman Impellicceiri, who also goes by Jacob Newman Impellicceiri, Jacob Impellicceiri, Jacob Newman Impellicceri, is a registered financial advisor currently at MERRIWETHER INVESTMENTS, 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 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

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

January 9, 2026 - Present

MERRIWETHER INVESTMENTS, INC.

Office #1: 1700 Lincoln Street, Denver, CO 80203
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
(1/9/2026)
IAR
Illinois
(1/9/2026)
IAR
Texas
(2/6/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MI
MERRIWETHER INVESTMENTS, INC.
KAI WEALTH | MERRIWETHER INVESTMENTS, INC.

CRD#: 310908 / SEC#:

California
Registered Investment Advisory firm - (2/25/2021 Approved)
Illinois
Registered Investment Advisory firm - (6/3/2022 Approved)
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Contact information


Main Address
Laguna Beach, CA
Mailing Address
335 Heather Pl., Laguna Beach, CA 92651
Phone number
(949) 416-5343
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 3,253,308

Red Flags


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

Company Information


MERRIWETHER INVESTMENTS, INC.

CRD#: 310908Denver, CO 80203

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