Jacob Hoheisel (CRD# 7863279) is an Investment Advisor Representative working at Pya Waltman Capital, LLC in Knoxville, TN and has 1 year of experience in the finance industry. Jacob Hoheisel 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.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pya Waltman Capital, LLC | Knoxville, TN | Jun 2022 - Current | 1 |
| Muirfield Village Gc | Dublin, OH | May 2019 - May 2022 | 3 |
| Liberty University | Lynchburg, VA | Aug 2018 - May 2022 | 3 |
| Comprehensive Wealth Management | Dublin, OH | May 2021 - Aug 2021 | < 1 |
| Muirfield Village Gc | Dublin, OH | Oct 2017 - Aug 2018 | < 1 |
| Unemployed | Dublin, OH | Nov 2017 - Jul 2018 | < 1 |
| Frazier Financial | Dublin, OH | Aug 2017 - Oct 2017 | < 1 |
| Worthington Christian School | Worthington, OH | Jan 2014 - May 2017 | 3 |
- TN
-
Total Assets Under Management1,031MILLIONS
-
Total Number of Accounts1,222ACCOUNTS
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Average Account Value$843,357
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, GA, IN, LA, NC, NH, TN, TX, VA
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