Jacob
Mauney
The Wealth Consulting Group
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About this Advisor
Jacob Mauney is a financial advisor based out of Santa Rosa, California with a total of 1 year of industry experience. Mauney is an employee of The Wealth Consulting Group. Over the course of their career, they have held roles at The Duckhorn Portfolio, Inc, Alexander Valley Vineyards, Vinguard Wine Consulting, LLC, Kings Hill Cellars, Lpl Financial and Wcg Wealth Advisors, LLC. Mauney maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. The Wealth Consulting Group is a registered investment business that has its headquarters in Las Vegas, NV. It has offices in 34 locations and a total of 131 advisors. It manages $3 billion in assets across its 11,436 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 28 charitable organizations. Of its 11,436 accounts, 35% are held by high-net-worth individuals who have at least $1 million in investable assets. The Wealth Consulting Group performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services provided. Fees billed by The Wealth Consulting Group may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$2,795,803,920
131
11,436
$244,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jacob Mauney Work History
Jacob has been registered as a financial advisor for 1 years.*
Lpl Financial
Wcg Wealth Advisors, LLC
Kings Hill Cellars
The Duckhorn Portfolio, Inc
Vinguard Wine Consulting, LLC
Alexander Valley Vineyards
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Mauney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Consulting Group
Las Vegas, NV
Albuquerque, NM
Carlsbad, CA
San Diego, CA
Sacramento, CA
Las Vegas, NV
Englewood, CO
Rancho Mirage, CA
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