Jacob Sanders, financial advisor Alpharetta GA

Jacob Sanders

CRD Number: 5643304
Current Firm: Infinite Asset Management

Jacob Sanders (CRD# 5643304) is an Investment Advisor Representative working at Infinite Asset Management in Alpharetta, GA and has over 11 years of experience in the finance industry. Jacob Sanders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Infinite Asset Management Alpharetta, GA Mar 2018 - Current 2
Capital Asset Advisory Services, LLC Haslett, MI Mar 2014 - Current 6
Triad Advisors, Inc. Norcross, GA Jan 2014 - Current 6
Encore Advisors Duluth, GA Jan 2014 - Current 6
Leavitt Financial Group, Inc. West Point, GA Mar 2012 - Apr 2015 3
Sanders Yearian Advisory Group, Inc. West Point, GA Jan 2014 - Apr 2014 < 1
Invest Financial Corporation Tampa, FL Feb 2009 - Jan 2014 4
Financial Network Associates, Inc. Duluth, GA Feb 2009 - Jan 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Jacob K. Sanders
Phone Number: 678-739-0175
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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