Jacob Cavaleri (CRD# 7555510) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network Llc Dba Perspective Financial Services | Phoenix, AZ | Mar 2023 - Current | 1 |
| Perspective Financial Services, LLC | Phoenix, AZ | Nov 2021 - Mar 2023 | 1 |
| Arizona State University | Tempe, AZ | Jan 2021 - May 2022 | 1 |
| The Scion Group | Tempe, AZ | Jun 2020 - Nov 2021 | 1 |
| Mesa Community College | Mesa, AZ | Aug 2020 - Dec 2020 | < 1 |
| Glendale Community College | Glendale, CA | Aug 2018 - May 2020 | 1 |
| Discount Tire | Phoenix, AZ | May 2019 - Oct 2019 | < 1 |
| Plenum | Tempe, AZ | May 2018 - Jul 2018 | < 1 |
| Desert Vista High School | Phoenix, AZ | Aug 2014 - May 2018 | 3 |
| Akimel Middle School | Phoenix, AZ | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- AZ
-
Total Assets Under Management6,164MILLIONS
-
Total Number of Accounts28,513ACCOUNTS
-
Average Account Value$216,175
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.