Jacob T. Hall

SCOTTSDALE, AZ 85257

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CRD#: 6778968

Professional summary

Jacob Tyler Hall was a registered financial advisor .

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

The advisor shows no other business activity.

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®

None

Experience

Current

October 1, 2025 - Present

Office #1: 6908 E Moreland St., Scottsdale, AZ 85257

SCOTTSDALE, AZ

Past

January 22, 2021 - October 8, 2025

BRADLEY WEALTH LLC

RIA

CRD#: 131808

Scottsdale, AZ

Past

September 18, 2018 - September 30, 2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

OMAHA, NE

Past

February 12, 2018 - September 30, 2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

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

Arizona
(10/20/2025)

IAR

Texas
(10/1/2025)

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 65

Date: 9/14/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/12/2018

Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

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 T. Hall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BRADLEY WEALTH LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2018

Series 63

Date: 12/30/2017

SIE

Date: 10/1/2018

Series 6

Date: 2/12/2018

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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