Jacob Steven Dryfuse

2 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Tfo Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,642 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:$1M

Location

1440 Arrowhead Drive, Maumee, OH, 43537

Get directions

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.

Other Business ActivitiesSells Insurance

Jacob is an independent insurance agent since 2019, but dedicates no time to this activity.

Employment History

Current Registrations

Tfo Wealth Partners

December 2022 - Present · 3 yrs 2 mos

State Registrations2 states

OHTX

Advisor

Exams

No exam information available for this advisor.