Jacob Evans Hampton
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 79TO, Series 82TO, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS
Contact Information
Main Address
8614 Westwood Center Drive Suite 620, Vienna, VA 22182Phone Number
(571) 297-6364# of Employees
17SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
447AUM (Assets Under Management)
$187,843,313Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
MWH ADVISERS LLC | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | PACTOLUS
State Registrations and Notice Filings
(4/21/2026)
(5/4/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2026About the Series 79TO examSeries 82TO — Limited Representative-Private Securities Offerings
Passed May 2026About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jacob Evans Hampton's CRS (Customer Relationship Summary).
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