linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tristan L Jacobi

CWM Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tristan? Claim Your Profile

About Tristan L Jacobi

Tristan Jacobi is a Certified Financial Planner who has been working in the financial services industry since 2014. Tristan holds a Series 65 license and is registered with CWM Advisory, LLC. Tristan specializes in providing financial planning, pension consulting, and selection of other advisors. Tristan is currently registered to provide investment advisory services in Delaware, Maryland, Pennsylvania, Texas and Virginia.

Firm Information

Tristan Jacobi is currently registered with CWM Advisory, LLC. CWM Advisory, LLC is an independent investment advisory firm with 2 licensed agents and 3 investment adviser representatives. They specialize in providing financial planning, pension consulting, and selection of other advisors, managing portfolios for both individuals and businesses. They manage approximately $85 million in assets for 509 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their website is https://www.mycwmanagement.com.

$85.06M

Assets Under Management

7

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tristan Jacobi’s Registration & Firm History

MD

09/21/2021 - Present

CWM Advisory, LLC (OCEAN PINES MD)

Not sure if Tristan L Jacobi is right for you?

Licenses & Designations

IA

Issued 09/19/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tristan L Jacobi.
Not sure if Tristan L Jacobi is right for you?