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JC

Jacob R. Cogley

LINEWEAVER WEALTH ADVISORS
VALLEY VIEW, OH 44125
Some features on this profile are disabled
CRD#: 7567272
JC

Professional summary

Jacob Robert Cogley, who also goes by Jake Robert Cogley, is a registered financial advisor currently at LINEWEAVER WEALTH ADVISORS located in Valley View, Ohio.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake Robert Cogley

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) Lineweaver Financial Group, Inc; investment related;9035 Sweet Valley Drive, Valley View, OH 44125;corporation;financial liaison;11/20/2023;60 hrs/month;43 hrs during trading; liaison between clients and managing advisor, developing client relationships,& full back-office support to the advisor 2) Lineweaver Wealth Advisors, LLC; investment related;9035 Sweet Valley Drive, Valley View, OH 44125;llc;financial liasion;11/20/2023;100 hrs/month;71 hrs during trading; liaison between clients and managing advisor, developing client relationships,& full back-office support to the advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Robert Cogley's CRS (Customer Relationship Summary).
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

December 22, 2023 - Present

LINEWEAVER WEALTH ADVISORS

Office #1: 9035 Sweet Valley Drive, Valley View, OH 44125
RIA
CRD#: 173310
VALLEY VIEW, OH
Past

December 20, 2023 - August 19, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Valley View, OH
Past

December 13, 2022 - September 7, 2023

HUNTER ASSOCIATES LLC

RIA
CRD#: 30177
SALEM, OH
Past

September 16, 2022 - September 7, 2023

HUNTER ASSOCIATES LLC

BD
CRD#: 30177
SALEM, OH

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".
LW
LINEWEAVER WEALTH ADVISORS
LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS

CRD#: 173310 / SEC#: 801-80580

RIA
Registered Investment Advisory firm - (11/18/2014 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
Ohio
(12/22/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/16/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2022
Securities Industry Essentials Examination

Current Firm

LW
LINEWEAVER WEALTH ADVISORS
LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS

CRD#: 173310 / SEC#: 801-80580

RIA
Registered Investment Advisory firm - (11/18/2014 Approved)
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Contact information

Main Address
9035 Sweet Valley Drive, Valley View, OH 44125
Mailing Address
Phone number
(216) 520-1711
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (9 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LINEWEAVER WEALTH ADVISORS, LLC (7/1/2025)

Regulatory assets under management

Total Number of Accounts3,544
AUM (Assets Under Management)$ 908,445,099

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

LINEWEAVER WEALTH ADVISORS

CRD#: 173310Valley View, OH 44125

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