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JH

Jacob E. Hampton

PACTOLUS
VIENNA, VA 22182
CRD#: 8258175
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JH
Jacob Evans HamptonPACTOLUS

Professional summary

Jacob Evans Hampton is a registered financial advisor currently at PACTOLUS located in Vienna, Virginia and PACTOLUS CAPITAL PARTNERS located in Vienna, Virginia.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Jacob has worked at 2 firms and has passed the Series 65, Series 66, Series 82TO, Series 7TO and SIE exams.

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 Evans Hampton'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

April 21, 2026 - Present

PACTOLUS

Office #1: 8614 Westwood Center Drive Suite 620, Vienna, VA 22182
RIA
CRD#: 155195
VIENNA, VA
Current

May 4, 2026 - Present

PACTOLUS CAPITAL PARTNERS

Office #1: 8614 Westwood Center Drive Suite 620, Vienna, VA 22182
BD
CRD#: 7518
VIENNA, VA

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".
PA
PACTOLUS
MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS

CRD#: 155195 / SEC#: 801-71915

RIA
Registered Investment Advisory firm - (10/22/2010 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.
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

IAR
Virginia
(4/21/2026)
RR
Virginia
(5/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/11/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 5/7/2026
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/14/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PA
PACTOLUS
MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS

CRD#: 155195 / SEC#: 801-71915

RIA
Registered Investment Advisory firm - (10/22/2010 Approved)
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Contact information

Main Address
8614 Westwood Center Drive Suite 620, Vienna, VA 22182
Mailing Address
Phone number
(571) 297-6364
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PACTOLUS PRIVATE WEALTH MANAGEMENT 2A AND WRAP FEE PROGRAM COMBINED BROCHURE (3/10/2026)

Regulatory assets under management

Total Number of Accounts447
AUM (Assets Under Management)$ 187,843,313

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
11/22/2024
Cover Page
Report
10/27/2023
Cover Page
Report

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

PACTOLUS

CRD#: 155195Vienna, VA 22182

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