JW
Jacob T. Wilsie
ARAX ADVISORY PARTNERS
DALLAS, TX 75201
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CRD#: 7154032
JW
Jacob Tyler WilsieARAX ADVISORY PARTNERS
Professional summary
Jacob Tyler Wilsie, who also goes by Jacob Wilsie, Jacob T Wilsie, is a registered financial advisor currently at ARAX ADVISORY PARTNERS located in Dallas, Texas and USCA SECURITIES LLC located in Dallas, Texas.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jacob has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Jacob Wilsie | Jacob T Wilsie
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.
1) 03/2025 - Energy One Retirement & Investment Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 03/2025 - MEMBERS Financial Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 04/28/2025 - Oklahoma Central Financial Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) - Start Date:04/01/2025 - 200 Hrs/Mth - 200 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Tyler Wilsie'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
July 30, 2026 - Present
ARAX ADVISORY PARTNERS
Office #1: 2101 Cedar Springs Rd Suite 1850, Dallas, TX 75201RIA
CRD#: 133535
DALLAS, TX
Current
July 29, 2026 - Present
USCA SECURITIES LLC
Office #1: 2101 Cedar Springs Rd Suite 1850, Dallas, TX 75201BD
CRD#: 103789
DALLAS, TX
Past
April 1, 2025 - June 10, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
TULSA, OK
Past
April 1, 2025 - June 10, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
TULSA, OK
Past
July 20, 2023 - November 16, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
OKLAHOMA CITY, OK
Past
July 20, 2023 - November 16, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
OKLAHOMA CITY, OK
Past
March 3, 2023 - March 9, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Oklahoma City, OK
Past
March 3, 2023 - March 9, 2023
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Oklahoma City, OK
Past
October 25, 2021 - January 11, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
September 13, 2021 - January 4, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
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".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/29/2026)
RR
Arkansas(7/29/2026)
RR
California(7/29/2026)
RR
Colorado(7/29/2026)
RR
Florida(7/29/2026)
RR
Georgia(7/29/2026)
RR
Kansas(7/29/2026)
RR
Kentucky(7/29/2026)
RR
Michigan(7/29/2026)
RR
Missouri(7/29/2026)
RR
Nevada(7/29/2026)
RR
New Jersey(7/29/2026)
RR
New Mexico(7/29/2026)
RR
New York(7/29/2026)
RR
North Carolina(7/29/2026)
RR
Ohio(7/29/2026)
RR
Pennsylvania(7/29/2026)
RR
South Carolina(7/29/2026)
RR
Texas(7/29/2026)
IAR
Texas(7/30/2026)
RR
Virginia(7/29/2026)
RR
Washington(7/29/2026)
RR
Wisconsin(7/29/2026)
RR
Wyoming(7/29/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
Current Firm
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)Loading...
Contact information
Main Address
730 17th Street Suite 107, Denver, CO 80202
Mailing Address
Phone number
(303) 633-5900
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,559 |
| AUM (Assets Under Management) | $ 8,960,126,874 |
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
ARAX ADVISORY PARTNERS
CRD#: 133535Dallas, TX 75201TRUST BUT VERIFY
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