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Jacob Robert Cogley

Lineweaver Wealth Advisors

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About Jacob Robert Cogley

Jacob Robert Cogley is a financial advisor registered with Lineweaver Wealth Advisors and Lineweaver Financial Group, Inc. Jacob holds a Series 66, Series 7TO, and a SIE. Jacob has been in the industry since 2022 and has experience working with various firms, including Hunter Associates. Jacob provides financial planning and portfolio management services to individuals, corporations, and pension plans. Jacob is committed to developing strong relationships with clients and providing them with comprehensive financial guidance.

Firm Information

Jacob Cogley is currently registered with Lineweaver Wealth Advisors. Lineweaver Wealth Advisors is a registered investment advisor headquartered in Valley View, Ohio. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients. Lineweaver Wealth Advisors manages approximately $751,169,155 in assets for 3,209 clients.
Lineweaver Wealth Advisors

9035 SWEET VALLEY DRIVE

VALLEY VIEW, OH 44125

$751.17M

Assets Under Management

Not reported

Total Clients

7

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 Cogley’s Registration & Firm History

OH

12/22/2023 - Present

Lineweaver Wealth Advisors (VALLEY VIEW OH)

OH

12/20/2023 - 08/19/2024

TRIAD ADVISORS LLC (Valley View OH)

OH

09/16/2022 - 09/07/2023

HUNTER ASSOCIATES LLC (SALEM OH)

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Licenses & Designations

BOTH

Issued 12/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Robert Cogley.
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