Jacob Hoeting is a CFP-designated registered investment advisor, based in Plano, TX, with 5 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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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 →Employment History
Current Registrations
Vanguard Marketing Corporation
August 2025 - Present · 1 yr 1 mo
Vanguard Advisers, INC.
August 2025 - Present · 1 yr 1 mo
Vanguard Marketing CorporationBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Strategic Advisers LLC
March 2025 - July 2025 · 4 mos
Fidelity Personal and Workplace Advisors
February 2023 - March 2025 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2020 - July 2025 · 4 yrs 10 mos
State Registrations2 states
OHTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.