Jakub Kreuter is a registered investment advisor at Independent Wealth Advisors, LLC, based in Cary, NC, with 26 years of industry experience. Jakub operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 258 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
167 E. Chatham Street, Suite 300, Cary, NC, 27511
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Regulatory History
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
Jakub has a business entity for tax/investment purposes called Kreuter Investments since 2011, but spends no time on it. He also operates under the DBA JMK Wealth Management for his LPL business, also spending no time. Jakub provides investment advisory services through Independent Wealth Advisors, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Independent Wealth Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
First Union Brokerage Services, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.