Jacob Dunbar (CRD# 7374933) is an Investment Advisor Representative working at Revisor Wealth Management LLC in Akron, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lrj Wealth Management LLC | Solon, OH | Apr 2021 - Current | 3 |
| Willow Oaks Country Club | Richmond, VA | Sep 2020 - Apr 2021 | < 1 |
| Atp | Ponte Vedra Beach, FL | May 2017 - Sep 2020 | 3 |
| University Of Richmond | Richmond, VA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- OH
-
Total Assets Under Management1,722MILLIONS
-
Total Number of Accounts6,259ACCOUNTS
-
Average Account Value$275,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, OH, TX
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