Jacob
Tornow

Bison Advisors

CRD#7214889
Investment Advisor
in Hartwell, GA

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About this Advisor

Jacob Tornow is a financial advisor based in Hartwell, Georgia with 1 year of industry experience. Tornow is currently employed by Bison Advisors. Throughout their career, Tornow has worked at Advocacy Wealth Management, LLC, Forge Consulting, LLC, Stone Mountain Access Systems, Language Club International, Moores Hardware And Lumber, University Of North Georgia, Bison Advisors, Georgia Army National Guard, Marketing Analysis And Development, LLC, Honeybee Holdings, LLC and Univeristy Of North Georgia. Tornow has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in South Carolina. Bison Advisors is a financial advisory business based out of Hartwell, GA. The company has offices in three locations and a total of 15 financial advisors. It manages $454 million in assets between its 2,228 customer accounts, making it one of the larger firms in the United States by assets under management. The firm advises two charitable organizations. Of its 2,228 customer accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advisory services typically are based on the type of financial services provided. Fee types charged by Bison Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

140 Cateechee Trail Suite B
Hartwell, GA 30643

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Bison Advisors Brokerage Details

Total Assets Under Management

$454,279,174

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

2,228

GA Average: 1,608
Average Account Size

$203,896

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Jacob Tornow Work History

Jacob has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bison Advisors

2021 - Present (3 years)

Honeybee Holdings, LLC

2020 - Present (4 years)

Marketing Analysis And Development, LLC

2016 - Present (8 years)

Georgia Army National Guard

2019 - 2020 (1 year)

Advocacy Wealth Management, LLC

2016 - 2019 (3 years)

Forge Consulting, LLC

2016 - 2016 (< 1 year)

Stone Mountain Access Systems

2014 - 2015 (1 year)

Language Club International

2014 - 2014 (< 1 year)

Moores Hardware And Lumber

2012 - 2014 (2 years)

University Of North Georgia

2010 - 2014 (4 years)

Univeristy Of North Georgia

*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 Tornow 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 Bison Advisors

Jacob Duvall
Hartwell, GA
Jacob Tornow
Hartwell, GA
Victor Wilkerson
Hartwell, GA
Blake Schaper
Hartwell, GA
Latasha Bond Williams
Hartwell, GA
Dustin Casebolt
Hartwell, GA
Steven Clark
Hartwell, GA
William Ham
Cornelius, NC

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.

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