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Jacob Matthew Gardner

Defining Wealth

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About Jacob Matthew Gardner

Jacob Gardner is a financial advisor and managing member at Defining Wealth in Franklin, TN. Jacob works with individuals and high-net-worth individuals to create personalized financial plans and manage investments. Jacob is also a Certified Financial Planner. Defining Wealth is a registered investment advisor that provides financial planning, portfolio management and selection of other advisors to individuals.

Firm Information

Jacob Gardner is currently registered with Defining Wealth. Defining Wealth is an independent Registered Investment Advisor (RIA) providing financial planning and investment management services to individuals and families. They specialize in helping clients define and achieve their financial goals, offering personalized solutions tailored to each client's unique circumstances. With a focus on transparency and a commitment to client education, Defining Wealth strives to empower individuals to take control of their financial futures. They serve a diverse clientele, including high-net-worth individuals and individuals other than high-net-worth, and manage approximately $8.2 million in assets.

$8.21M

Assets Under Management

19

Total Clients

3

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 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 Gardner’s Registration & Firm History

TN

05/14/2024 - Present

Defining Wealth (FRANKLIN TN)

TN

11/07/2016 - 07/25/2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

IA

Issued 01/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Matthew Gardner.
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