Breck Jacobs
Breck Jacobs is a registered investment advisor at Gibbs Wealth Management, LLC, based in Lehi, UT, with 10 years of industry experience. Breck operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,356 clients with $1.1B 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 | Included |
Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.
Fee Estimator
Location
3450 Triumph Blvd. Ste 102,, Lehi, UT, 84043
Get directionsHistory
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 ActivitiesSells Insurance
Breck is a Managing Member, CCO, and IAR at Jacobs Financial Group, providing investment advisory services. Since October 2023, Breck is also an owner and insurance agent at Future Focus Financial, spending nearly full-time hours per week, including 30 hours during securities trading hours.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Jacobs Financial Group
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Nicholas Trotter, CFPSolidarity Wealth, LLC
- Michael Pelo, CFP, ChFCMML Investors Services, LLC
- Samantha Stoner, CFATownsquare Capital, LLC
- Joshua Coombs, CFADrive Wealth Advisers
- John Brough, CFPB.O.S.S. Retirement Advisors, LLC
- Nicholas Stecklein, CFPTelos Partners LLC