Jacob Phelps

STRONG WEALTH

Colorado Springs, CO

Some features on this profile are disabled

CRD#: 7031015

Professional summary

Jacob Phelps, CFP® is a registered financial advisor currently at STRONG WEALTH located in Colorado Springs, Colorado.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jacob has worked at 4 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.

Name: Phash Mining LLC. Investment-related: No. Address 4425 Moonlight Drive, Colorado Springs, CO 80918. Nature: Bitcoin mining. Position: Owner/Operator. Start Date: 8/15/2024. Approximate number of hours per month: 4. Approximate number of hours per month during securities trading hours: 4. Duties: Jacob Phelps is the sole owner and operator of Phash Mining LLC, which was established for the primary purpose of operating Bitcoin mining activities, including the acquisition, management, and operation of Bitcoin mining hardware and infrastructure. The company may also, as necessary to fund and support its operations, engage in the buying, selling, and transfer of Bitcoin and other digital assets. His duties are the management of the mining machines themselves and the associated bitcoin mining income they produce. The company has no outside investors, clients or employees and does not transact with or solicit any other businesses or individuals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Phelps'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 22, 2023 - Present

STRONG WEALTH

RIA

CRD#: 316950

Colorado Springs, CO

Past

June 11, 2021 - July 12, 2023

ILLUMINATION WEALTH MANAGEMENT

RIA

CRD#: 149576

Colorado Springs, CO

Past

November 16, 2020 - June 22, 2021

BONFIRE FINANCIAL, LLC

RIA

CRD#: 288522

COLORADO SPRINGS, CO

Past

November 9, 2018 - November 20, 2020

KORHORN FINANCIAL GROUP

RIA

CRD#: 128606

GRANGER, IN

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

Indiana
(11/22/2023)

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: 11/9/2018

Uniform Investment Adviser Law Examination

Current Firm

STRONG WEALTH

CRD#: 316950 / SEC#:

Indiana

Registered Investment Advisory firm - (1/14/2022 Approved)

Texas

Registered Investment Advisory firm - (1/21/2025 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Colorado Springs, CO

Mailing Address

Phone number

(812) 216-4625

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	82
AUM (Assets Under Management)	$ 10,047,575

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jacob Phelps

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Phelps's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRONG WEALTH

ILLUMINATION WEALTH MANAGEMENT

BONFIRE FINANCIAL, LLC

KORHORN FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/2018

Current Firm

STRONG WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRONG WEALTH

TRUST BUT VERIFY

Similar Advisors