JC
JC

Jacob Ward Coleman

12 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,849 clients
Average Client Portfolio
$497K average
Assets Under Management
$1.4B

Fee Structure

Loading...

Location

873 E. State Street, Eagle, ID, 83616

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jacob works as an investment advisor representative (IAR) doing business as Wealth Management Associates since October 2021. This activity takes nearly full-time hours.

Employment History
Current Registrations
Continuum Advisory, LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Edward Jones
October 2015 - October 2021 · 6 yrs
Edward JonesBroker
August 2015 - October 2021 · 6 yrs 2 mos
Columbia Financial Center IncorporatedBroker
July 1998 - February 2001 · 2 yrs 7 mos
State Registrations2 states
IDOR
Advisor
Exams
No exam information available for this advisor.
Jacob Ward Coleman - Financial Advisor | TrueAdvisor