Jacob S. Ridley

ROUND ROCK, TX

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CRD#: 6760906

Professional summary

Jacob Samuel Ridley, CFP® was a registered financial advisor .

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jacob had worked at 3 firms and has passed the Series 65 exam.

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.

The Association of Hill Country Churches; non-investment related; 12124 Ranch Road 620 N, Austin, TX 78750; Treasurer; 10/2025; 3 hrs/mo; Ensuring the organization's financial health by managing finances, budgets, preparing regular financial reports for the board, and communicating financial information to help the board make informed decisions. This activity is unpaid.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Start date: 2019

Experience

Current

September 12, 2025 - Present

ROUND ROCK, TX

Past

January 4, 2022 - October 29, 2024

CHURCH FIDUCIARY LLC

RIA

CRD#: 317177

ROUND ROCK, TX

Past

March 9, 2017 - September 30, 2025

ASTORIA STRATEGIC WEALTH, INC.

RIA

CRD#: 113510

Round Rock, TX

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
(9/12/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2017

Uniform Investment Adviser Law Examination

Current firm

No current employment

Red Flags

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