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Jacob Jeffery Pulver

Kingswood Wealth Advisors, LLC

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About Jacob Jeffery Pulver

Jacob Jeffery Pulver is a registered representative with Kingswood Wealth Advisors, LLC in American Fork, UT. Jacob has been in the financial industry since October 2022 and has experience working with high-net-worth individuals, corporations, and pension plans. Jacob holds Series 63, Series 65, Series 7TO, and SIE licenses. He is also registered with the state of Utah as an Investment Adviser Representative. Jacob specializes in portfolio management for individuals and businesses. He is also knowledgeable in financial planning, pension consulting, and selection of other advisors.

Firm Information

Jacob Pulver is currently registered with Kingswood Wealth Advisors, LLC. Kingswood Wealth Advisors, LLC is a registered investment advisor based in San Diego, California. The firm provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, corporations, and institutions. They manage approximately $1 billion in assets and have over 70 investment advisor representatives.
Kingswood Wealth Advisors, LLC

11440 W. BERNARDO COURT

SAN DIEGO, CA 92127

$1.04B

Assets Under Management

Not reported

Total Clients

77

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

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 Pulver’s Registration & Firm History

UT

03/18/2024 - Present

Kingswood Wealth Advisors, LLC (American Fork UT)

NY

05/04/2023 - 05/13/2024

FIN2 (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/09/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Jeffery Pulver.
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