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Jacob Robert Wyand

Jacob R. Wyand

WYAND WEALTH | Planning Consultant
SAINT PETERSBURG, FL
Some features on this profile are disabled
CRD#: 7145118
Jacob Robert Wyand

Professional summary

Jacob Robert Wyand is a registered financial advisor currently at WYAND WEALTH LLC located in Saint Petersburg, Florida.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jacob has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Biography

Everyone's financial journey is unique. As your Planning Consultant, it's my goal to help create, maintain, and implement a financial plan for your unique needs. Together we can cut through the complexity of planning and achieve clarity on your defined financial plan.

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 Robert Wyand'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®
None

Education

Stetson University

Bachelor of Business Studies (BBS) - Finance

2019

Experience

Current

January 28, 2026 - Present

WYAND WEALTH LLC

RIA
CRD#: 339470
SAINT PETERSBURG, FL
Past

November 19, 2021 - August 21, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
JACKSONVILLE, FL
Past

October 20, 2021 - August 18, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SARASOTA, FL
Past

October 9, 2019 - September 17, 2021

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLOTTE, NC
Past

September 4, 2019 - September 17, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC

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
Florida
(1/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/4/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/26/2019
Securities Industry Essentials Examination

Current Firm

WW
WYAND WEALTH LLC
WYAND WEALTH LLC

CRD#: 339470 / SEC#:

Florida
Registered Investment Advisory firm - (1/28/2026 Approved)
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Contact information

Main Address
Saint Petersburg, FL
Mailing Address
Phone number
(518) 536-0488
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WYAND WEALTH LLC

Planning ConsultantCRD#: 339470Saint Petersburg, FL

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