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Jacob Edward Butler

Singer Wealth Advisors LLC

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About Jacob Edward Butler

Jacob Butler is a financial advisor registered with Singer Wealth Advisors LLC, in Boca Raton, Florida. Jacob is a Series 63 and 65 licensed advisor and has experience with TIAA, Glenview Capital Management, LLC, Sunnybrook Golf Club and Nuveen, a TIAA Company. Jacob specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Jacob has a total of 1733 accounts under management. Jacob's firm manages approximately $571,232,403 in assets.

Firm Information

Jacob Butler is currently registered with Singer Wealth Advisors LLC. Singer Wealth Advisors LLC is an investment advisory firm headquartered in Boca Raton, Florida. With a team of 12 licensed agents and 16 investment advisor representatives, the firm manages over $571 million in assets for approximately 1,733 accounts. They specialize in financial planning, pension consulting, and educational seminars, and offer a range of services to both individuals and businesses.
Singer Wealth Advisors LLC

1515 S. FEDERAL HIGHWAY

BOCA RATON, FL 33432

$571.23M

Assets Under Management

Not reported

Total Clients

11

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Jacob Butler’s Registration & Firm History

FL

07/11/2023 - Present

Singer Wealth Advisors LLC (BOCA RATON FL)

NC

08/30/2021 - 06/20/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 02/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Edward Butler.
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