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Jacob Matthew Bauer

Kingsview Wealth Management, LLC

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About Jacob Matthew Bauer

Jacob Bauer is a Vice President, Advisor Strategy at Kingsview Wealth Management, LLC. Jacob has been in the industry since 2020. Jacob is a registered investment advisor representative in Illinois and holds Series 63, 65, 7TO, and SIE licenses. Jacob provides wealth management services to a diverse clientele including high-net-worth individuals, investment companies, charitable organizations, and corporations. Jacob also specializes in financial planning, selection of other advisors, and portfolio management.

Firm Information

Jacob Bauer is currently registered with Kingsview Wealth Management, LLC. Kingsview Wealth Management, LLC is an investment advisor headquartered in Grants Pass, OR. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension plans. The firm has 80 licensed agents and 85 investment advisor representatives and manages over $4.84 billion in regulatory assets under management. They also offer other advisory services such as selection of other advisors and portfolio management for businesses.
Kingsview Wealth Management, LLC

509 SE 7TH STREET

GRANTS PASS, OR 97526

$4.85B

Assets Under Management

Not reported

Total Clients

92

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Bauer’s Registration & Firm History

IL

07/10/2020 - Present

Kingsview Wealth Management, LLC (Chicago IL)

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Licenses & Designations

BC

Issued 11/03/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Matthew Bauer.
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