Jacob Pulver
Jacob Pulver is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in American Fork, UT, with 3 years of industry experience. Jacob 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, Investment Management, and 2 more. Their firm serves 9,250 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingswood Wealth Advisors typically charges a percentage of the assets in your account, up to 2.5% annually. The exact fee is negotiable and may vary depending on your financial advisor. Fees are usually assessed quarterly based on the prior quarter-end value. KWA also offers a wrap fee program that bundles advisory fees, commissions, and custodian fees into one charge. KWA may also assess a platform fee up to 0.30% to cover the cost of maintaining its platform and to offset certain administrative costs and services. Accounts below KWA’s minimum account level of $100,000, will be assessed a $20.00 quarterly fee.
Location
American Fork, UT
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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 ActivitiesSells Insurance
Jacob is a manager at Bridgerland Financial Advisors, LLC, spending about a quarter of his time on client service and account maintenance. He is also an insurance producer for Simplicity/EPG, offering and servicing fixed life and annuity insurance products, which takes about a quarter of his time.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Fin2Broker
Mywallst Advisory LLC
State Registrations16 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.