Kai Jacobs (CRD# 7857135) is an Investment Advisor Representative working at Csp Financial Group LLC in Scottsdale, 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 |
|---|---|---|---|
| Csp Financial Group LLC | Scottsdale, AZ | Jan 2023 - Current | 1 |
| Csp Financial Group | Scottsdale, AZ | Aug 2022 - Current | 1 |
| T-mobile | Salt Lake City, UT | Sep 2021 - Jun 2022 | < 1 |
| Max Nutrition | West Jordan, UT | Mar 2021 - Sep 2021 | < 1 |
| Cvs Pharmacy | West Jordan, UT | Dec 2017 - Apr 2021 | 3 |
| Student | West Jordan, UT | Sep 2017 - Dec 2017 | < 1 |
| Kneaders | South Jordan, UT | May 2017 - Sep 2017 | < 1 |
| Student/moving | Anthem, AZ | Jul 2016 - May 2017 | < 1 |
| Dish At Dover Bay | Dover Bay, ID | Aug 2015 - Jul 2016 | < 1 |
| Na | Sandpoint, ID | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- AZ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, DC, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WI, WV
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