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JD

Jacob A. Davelaar

TADMAN FINANCIAL
BOISE, ID 83713
Some features on this profile are disabled
CRD#: 7881799
JD
Jacob Anthony DavelaarTADMAN FINANCIAL

Professional summary

Jacob Anthony Davelaar is a registered financial advisor currently at TADMAN FINANCIAL located in Boise, Idaho.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jacob has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Anthony Davelaar'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

June 16, 2026 - Present

TADMAN FINANCIAL

Office #1: 13125 W. Persimmon Lane Suite 200, Boise, ID 83713
RIA
CRD#: 342179
BOISE, ID
Past

December 8, 2025 - June 18, 2026

COOPER MCMANUS

RIA
CRD#: 111458
Boise, ID
Past

March 25, 2024 - December 5, 2025

LEGACY WEALTH MANAGEMENT, LLC

RIA
CRD#: 174767
BOISE, ID

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
Idaho
(6/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/25/2024
Uniform Investment Adviser Law Examination

Current Firm

TF
TADMAN FINANCIAL
TADMAN FINANCIAL | TADMAN FINANCIAL, LLC

CRD#: 342179 / SEC#:

Texas
Registered Investment Advisory firm - (5/19/2026 Conditional Restricted)
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Contact information

Main Address
13125 W. Persimmon Lane Suite 200, Boise, ID 83713
Mailing Address
Phone number
(208) 286-1345
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV
0

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

TADMAN FINANCIAL

CRD#: 342179Boise, ID 83713

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