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Jacob Davelaar is a Wealth Advisor for Legacy Wealth Management. After graduating with a Bachelor’s Degree in Business Administration from the University of Washington, he started his career as an Area Director with Young Life, a Christian Non-Profit Organization benefitting local youth. During that time, he learned the importance of leadership, financial stewardship and the value of trusted relationships. Before moving from Snohomish, WA to Meridian, ID, in 2021, he earned his Master’s Degree from Fuller Theological Seminary in Ministry Leadership. Jacob is FINRA Series 65 licensed and enjoys stewarding the finances of others to build and maintain their wealth. He has experience dealing with Donor Advised Funds, Charitable Giving, Grant Writing, and other Tax-Efficient strategies. He loves people and knows that most everyone desires two things; to be understood and to feel cared for. Caring for finances takes great care, skill, and prudence, and that is what Jacob accomplishes with his clients while at the same time making sure clients are understood and valued.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
03/25/2024 - Present
Legacy Wealth Management, LLC (BOISE ID)
IA
Issued 03/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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