JS
Jacob W. Stull
ETHOS FINANCIAL GROUP
King Of Prussia, PA 19406
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CRD#: 7337396
JS
Professional summary
Jacob Wade Stull is a registered financial advisor currently at ETHOS FINANCIAL GROUP, LLC located in King Of Prussia, Pennsylvania.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob has worked at 2 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.
D.H.S. 950 H. Street NW, Washington D.C. 21223. Not Investment Related. Position: Law Special Agent. Start Date: 11/2015. # of Hours: 160 Hours. # of Hours During Trading Hours: Varies: 0-100 Hours. Duties: Investigations & Physical Protection. Compensation: Salary.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Wade Stull'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 22, 2022 - Present
ETHOS FINANCIAL GROUP, LLC
Office #1: 2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406RIA
CRD#: 321748
King Of Prussia, PA
Past
February 9, 2021 - July 8, 2022
ALMANACK INVESTMENT PARTNERS
RIA
CRD#: 282428
WAYNE, PA
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".
EF
ETHOS FINANCIAL GROUP, LLC
AB GROUP | VERITY WEALTH ADVISORS | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY
CRD#: 321748 / SEC#: 801-125779
RIA
Registered Investment Advisory firm - (6/2/2022 Approved)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
Pennsylvania(7/22/2022)
Current Firm
EF
ETHOS FINANCIAL GROUP, LLC
AB GROUP | VERITY WEALTH ADVISORS | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY
CRD#: 321748 / SEC#: 801-125779
RIA
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Contact information
Main Address
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406
Mailing Address
Phone number
(484) 889-7270
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,935 |
| AUM (Assets Under Management) | $ 1,576,974,645 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
