Jacob M. Thibault
Professional summary
Jacob Michael Thibault, who also goes by Jake Thibault, is a registered financial advisor currently at BGM WEALTH MANAGEMENT located in Bloomington, Minnesota.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 2 firms and has passed the Series 63, Series 87, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Michael Thibault's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 6, 2025 - Present
BGM WEALTH MANAGEMENT
Office #1: 7900 International Drive Suite 800, Bloomington, MN 55425July 25, 2022 - February 6, 2023
LAKE STREET CAPITAL MARKETS, LLC
Primary Firm SEC Registration
BGM WEALTH MANAGEMENT
CRD#: 110483 / SEC#: 801-53285
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2025)
(8/6/2025)
(8/6/2025)
(8/6/2025)
Exams
Series 7TO
Date: 7/25/2022
General Securities Representative ExaminationCurrent Firm
BGM WEALTH MANAGEMENT
CRD#: 110483 / SEC#: 801-53285
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 814 |
| AUM (Assets Under Management) | $ 433,347,404 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | ||
| 10/16/2024 | ||
| 01/19/2024 |
Red Flags
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