JW
Jacob J. Wilson
BLUE WATER CAPITAL MANAGEMENT
Apex, NC 27502
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CRD#: 7064500
JW
Professional summary
Jacob John Wilson is a registered financial advisor currently at BLUE WATER CAPITAL MANAGEMENT, LLC located in Apex, North Carolina.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jacob has worked at 1 firm 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.
Laborie: 6415 Northwest Drive, Unit 11, Mississauga ON, Canada. Not investment related. Laborie is a medical device company that provides diagnostic and therapeutic urology products to hospital and clinicians. I am a territory manager sales representative responsible for selling and supporting the products in a designated geography. It is a full time position requiring 40 hours per week. 160 hours per month. 100% of the hours will be devoted to Laborie during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob John Wilson'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®
NoneExperience
Current
January 26, 2019 - Present
BLUE WATER CAPITAL MANAGEMENT, LLC
Office #1: 315 S. Salem Street Suite 422, Apex, NC 27502RIA
CRD#: 127193
Apex, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BLUE WATER CAPITAL MANAGEMENT, LLC
BLUE WATER CAPITAL MANAGEMENT | GREEN, TERRANCE, ANTHONY | BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 127193 / SEC#: 801-130294
RIA
Registered Investment Advisory firm - (5/17/2024 Approved)California
Registered Investment Advisory firm - (6/27/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/4/2024 Terminated)Texas
Registered Investment Advisory firm - (5/28/2024 Terminated)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
North Carolina(1/26/2019)
Current Firm
BLUE WATER CAPITAL MANAGEMENT, LLC
BLUE WATER CAPITAL MANAGEMENT | GREEN, TERRANCE, ANTHONY | BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 127193 / SEC#: 801-130294
RIA
Registered Investment Advisory firm - (5/17/2024 Approved)California
Registered Investment Advisory firm - (6/27/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/4/2024 Terminated)Texas
Registered Investment Advisory firm - (5/28/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
315 S. Salem Street #422, Apex, NC 27502
Mailing Address
Phone number
(919) 589-2528
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 389 |
| AUM (Assets Under Management) | $ 140,645,551 |
Red Flags
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Company Information
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 127193Apex, NC 27502TRUST BUT VERIFY
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