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JH

Jacob T. Hall

3ROOTS WEALTH PARTNERS LLC
SCOTTSDALE, AZ 85257
Some features on this profile are disabled
CRD#: 6778968
JH

Professional summary

Jacob Tyler Hall is a registered financial advisor currently at 3ROOTS WEALTH PARTNERS LLC located in Scottsdale, Arizona.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has 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) - RIA

Click below to view Jacob Tyler Hall'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®
None

Experience

Current

October 1, 2025 - Present

3ROOTS WEALTH PARTNERS LLC

Office #1: 6908 E Moreland St., Scottsdale, AZ 85257
RIA
CRD#: 338300
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.

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/14/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/30/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/12/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

3W
3ROOTS WEALTH PARTNERS LLC
3ROOTS WEALTH PARTNERS LLC

CRD#: 338300 / SEC#: 801-134422

RIA
Registered Investment Advisory firm - (9/30/2025 120-Day Approval)
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Contact information

Main Address
6908 E Moreland St., Scottsdale, AZ 85257
Mailing Address
Phone number
(402) 980-1525
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

3ROOTS PARTNERS ADV PART 2A (9/11/2025)

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.

Company Information

3ROOTS WEALTH PARTNERS LLC

CRD#: 338300Scottsdale, AZ 85257

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