Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Anthony Metro

Slatestone Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Anthony Metro

Jacob Anthony Metro is an Investment Advisor Representative registered with Slatestone Wealth LLC in Florida. Jacob has been in the industry since 2013. Jacob has been registered with Slatestone Wealth LLC since October 2023. Jacob currently holds Series 65. Jacob is specialized in providing financial planning, selection of other advisors, and portfolio management for individuals. Slatestone Wealth LLC is a Registered Investment Advisor with the SEC and provides financial planning and portfolio management for individuals, corporations, and charitable organizations.

Firm Information

Jacob Metro is currently registered with Slatestone Wealth LLC. Slatestone Wealth LLC is a Registered Investment Advisor based in Jupiter, FL. The firm manages $1.37 billion in assets for 1,426 clients, primarily high-net-worth individuals, corporations, and charitable organizations. Slatestone Wealth provides financial planning and portfolio management services.
Slatestone Wealth LLC

661 UNIVERSITY BLVD

JUPITER, FL 33458

$1.37B

Assets Under Management

15

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Metro’s Registration & Firm History

FL

03/01/2024 - Present

Slatestone Wealth LLC (JUPITER FL)

Not sure if Jacob Anthony Metro is right for you?

Licenses & Designations

IA

Issued 02/27/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Anthony Metro.
Not sure if Jacob Anthony Metro is right for you?