Jacob
Phelps
Illumination Wealth Management
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About this Advisor
Jacob Phelps is a certified financial planner who works out of Colorado Springs, Colorado with a total of 2 years of industry experience. Phelps is currently employed by Illumination Wealth Management. Over the course of their career, Phelps has held roles at Full-Time Education, Dupont Pioneer, Mike'S Car Wash, Bb&C Attorney'S At Law, Wells Fargo Bank, Kfg Wealth Management, Korhorn Financial Group, Bonfire Financial, LLC and Illumination Wealth Management. Phelps has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in California, Colorado and Texas. Illumination Wealth Management is a company based in San Diego, CA. The company has offices in six locations and a total of 11 employees. It handles $196 million in assets under management between its 849 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 849 client accounts, 47% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advisory services are based on which services the firm provides the client. However, fees billed by Illumination Wealth Management can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Illumination Wealth Management Brokerage Details
$196,387,845
11
849
$231,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jacob Phelps Work History
Jacob has been registered as a financial advisor for 2 years.*
Illumination Wealth Management
Bonfire Financial, LLC
Kfg Wealth Management
Korhorn Financial Group
Bb&C Attorney'S At Law
Wells Fargo Bank
Dupont Pioneer
Mike'S Car Wash
Full-Time Education
*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 Phelps 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 Illumination Wealth Management
San Diego, CA
Houston, TX
San Diego, CA
Boise, ID
San Diego, CA
Colorado Springs, CO
San Diego, CA
Orinda, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
