Tristan Jacobi (CRD# 7027883) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has over 5 years of experience in the finance industry. Tristan Jacobi 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# 6005366
Edward Jones
CRD# 6118139
Eagle Strategies LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm Advisory, LLC | Ocean Pines, MD | Jan 2022 - Current | 2 |
| Creative Wealth Management | Ocean Pines, MD | Jan 2022 - Current | 2 |
| Cwm Advisory, LLC | Ocean Pines, MD | Apr 2019 - Dec 2021 | 2 |
| Creative Wealth Management | Ocean Pines, MD | Oct 2018 - Dec 2021 | 3 |
| Scf Investment Advisors, Inc. | Fresno, CA | Oct 2018 - May 2019 | < 1 |
| Unemployed | Slippery Rock, PA | Jun 2018 - Sep 2018 | < 1 |
| Aflac | Pittsburgh, PA | Jan 2018 - Jun 2018 | < 1 |
| Slippery Rock University | Slippery Rock, PA | Aug 2017 - Jan 2018 | < 1 |
| Irish Eyes | Milton, DE | May 2015 - Aug 2017 | 2 |
| Sports At The Beach | Georgetown, DE | May 2014 - May 2015 | 1 |
| Mcdonald's | Georgetown, DE | May 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- DE
- MD
- PA
- TX
- VA
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts492ACCOUNTS
-
Average Account Value$137,666
- A percentage of assets under your management
- 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)
DE, MD, PA, TX, VA
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