Jacob
Schurr
We Family Offices
Answer a few questions and
get matched with an advisor.
About this Advisor
Jacob Schurr is a financial advisor operating out of Miami, Florida with 1 year of industry experience. Schurr works at We Family Offices. Throughout their career, Schurr has worked at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Northwestern Mutual, University At Buffalo, Orchard Park School District, Murray Brothers Nurseries And Garden Center, Raymond James Financial Services, Level Financial Advisors, Provenance Wealth Advisors, We Family Offices, LLC and True Wealth Advisory Group. Schurr maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. We Family Offices is a registered investment company operating out of Miami, FL. It has a total of 49 advisors. It handles $12 billion in assets between its 106 accounts, placing it among the largest firms in the United States by assets under management. Of its 106 customer accounts, 100% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. We Family Offices offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on the type of financial services. Fees billed by We Family Offices most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
We Family Offices Brokerage Details
$12,056,434,282
49
106
$113,739,946
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jacob Schurr Work History
Jacob has been registered as a financial advisor for 1 years.*
True Wealth Advisory Group
Raymond James Financial Services
Level Financial Advisors
Provenance Wealth Advisors
We Family Offices, LLC
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Northwestern Mutual
University At Buffalo
Murray Brothers Nurseries And Garden Center
Orchard Park School District
*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 Schurr 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 We Family Offices
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
