Jacob
Mccarney
Next Level Wealth Planning, LLC
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About this Advisor
Jacob Mccarney is a financial advisor based in Meridian, Idaho, working with Next Level Wealth Planning, LLC. Jacob has previously held positions at Raymond James Financial, Mccarney Financial Group, LLC, and Next Level Wealth Planning, LLC. Jacob has passed the Series 63 regulatory exam and is registered to provide services in Arizona, California, Colorado, Idaho, Oregon, Texas, Utah, and Washington. Currently, Jacob is part of Next Level Wealth Planning, LLC, which operates out of Meridian, Idaho. The firm has 4 employees and manages assets totaling $199.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Next Level Wealth Planning, LLC includes asset-based, hourly, and fixed fees.
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Next Level Wealth Planning, LLC Brokerage Details
$199,782,375
4
1,187
$168,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jacob Mccarney Work History
Next Level Wealth Planning, LLC
Mccarney Financial Group,LLC
Raymond James Financial
Disclosures
Please visit the SEC profile of Jacob Mccarney 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 Next Level Wealth Planning, LLC
Meridian, ID
Meridian, ID
Meridian, ID
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