Jacob
Wilson
Blue Water Capital Management, LLC
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About this Advisor
Jacob Wilson is a financial advisor based in Apex, North Carolina, working with Blue Water Capital Management, LLC. Jacob has previously held positions at Laborie, Blue Water Capital Management, LLC, Stryker Corporation, and Option Care. Jacob has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jacob is part of Blue Water Capital Management, LLC, which operates out of Apex, North Carolina. The firm has 3 employees and manages assets totaling $128.0 million. The firm serves a variety of clients, including charitable organizations and 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, selection of other advisers, and educational seminars. The fee structure at Blue Water Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Water Capital Management, LLC Brokerage Details
$128,010,419
3
387
$330,776
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jacob Wilson Work History
Blue Water Captial Management, LLC
Laborie
Option Care
Stryker Corporation
Disclosures
Please visit the SEC profile of Jacob Wilson 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 Blue Water Capital Management, LLC
Apex, NC
Apex, NC
Apex, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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