Jacob Sheaf (CRD# 6978304) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cain, Watters & Associates, LLC | Frisco, TX | Sep 2022 - Current | 1 |
| Wealth Advisors Trust Company | Dallas, TX | Feb 2022 - Sep 2022 | < 1 |
| Nationwide Investment Services Corporation | Columbus, OH | Sep 2017 - Feb 2022 | 4 |
| Athletic Club Of Columbus | Columbus, OH | Jun 2017 - Feb 2018 | < 1 |
| Capital University | Columbus, OH | Aug 2013 - May 2017 | 3 |
| Go Go Car Wash | Reynoldsburg, OH | May 2016 - Aug 2016 | < 1 |
| Trade Global LLC | Cincinnati, OH | May 2015 - Aug 2015 | < 1 |
| Cfc-solar | Cincinnati, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
- TX
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Total Assets Under Management3,545MILLIONS
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Total Number of Accounts9,075ACCOUNTS
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Average Account Value$390,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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