Jacob David Preston
CFP®Professional Summary
Jacob David Preston, CFP® is a registered financial advisor currently at COVENANT WEALTH ADVISORS located in Richmond, Virginia. Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jacob has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT
Contact Information
Main Address
8001 Franklin Farms Drive Rm 208, Richmond, VA 23229Phone Number
(804) 729-5265# of Employees
12SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,890AUM (Assets Under Management)
$909,643,877Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/11/2025 | Cover Page | Report |
| 08/26/2024 | Cover Page | Report |
| 03/20/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT
State Registrations and Notice Filings
(10/15/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jacob David Preston's CRS (Customer Relationship Summary).
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