JD
JD

Jacob Charles Duvall

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

122 W. Franklin St., Hartwell, GA, 30643

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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.

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Other Business ActivitiesSells Insurance

Jacob works as a Settlement Consultant with Mirena & Co. (about full-time), a Partner with Trinity Street Financial (a few hours per week), and the Director of Settlement Planning with Armis Strategies, LLC (full-time). All three roles involve providing insurance and financial planning services.

Employment History
Current Registrations
Bison Wealth, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Advocacy Wealth Management, LLC
February 2019 - May 2021 · 2 yrs 3 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Jacob Charles Duvall - Financial Advisor | TrueAdvisor