AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JK

Jacob A. Krupp

MARTINWOLF
Scottsdale, AZ 85254
Some features on this profile are disabled
CRD#: 7308469
JK

Professional summary

Jacob A Krupp, who also goes by Jacob Alexander Krupp, Jacob Krupp, is a registered financial professional currently at MARTINWOLF located in Scottsdale, Arizona.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2021. Jacob has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 6TO exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jacob Alexander Krupp | Jacob Krupp

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) - BD

Click below to view Jacob A Krupp'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

Experience

Current

March 17, 2023 - Present

MARTINWOLF

Office #1: 7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254
BD
CRD#: 47936
Scottsdale, AZ
Past

April 14, 2021 - July 20, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Manhattan Bch, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(3/27/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 2/2/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/17/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/14/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/21/2021
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MARTINWOLF
LILLIAN CAPITAL LLC | MARTINWOLF | MARTIN WOLF SECURITIES, LLC | MARTIN WOLF | LILLIAN SECURITIES LLC

CRD#: 47936 / SEC#: , 8-51965

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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
7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254
Mailing Address
7000 E Shea Blvd Suite E130, Scottsdale, AZ 85254
Phone number
(925) 355-0110
Established
Arizona since 02/07/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MARTIN WOLF ASSOCIATES, INC.SOLE OWNER
POSTREL, HELENE BERSONFINOP, CFO
WOLF, MARTIN DOUGLASCHIEF COMPLIANCE OFFICER

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

MARTINWOLF

CRD#: 47936Scottsdale, AZ 85254

TRUST BUT VERIFY

Monitor Jacob Krupp

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Joseph A Di Vito JR
Joseph Di VitoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Scottsdale, AZ
Luke Kacer
Luke KacerAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Tucson, AZ
Timothy Christopher Hughes
Timothy HughesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Scottsdale, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics