Jacob
Dunbar
Revisor Wealth Management LLC
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About this Advisor
Jacob Dunbar is a financial advisor based in Akron, Ohio, working with Revisor Wealth Management LLC. Jacob has previously held positions at Willow Oaks Country Club, Atp, University Of Richmond, and Lrj Wealth Management LLC. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Jacob is part of Revisor Wealth Management LLC, which operates out of Akron, Ohio. The firm has 1 office and 10 employees. The firm manages assets totaling $1.7 billion and 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, and selection of other advisers. The fee structure at Revisor Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Revisor Wealth Management LLC Brokerage Details
$1,722,228,919
10
6,259
$275,160
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
Jacob Dunbar Work History
Lrj Wealth Management LLC
Willow Oaks Country Club
Atp
University Of Richmond
Disclosures
Please visit the SEC profile of Jacob Dunbar 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 Revisor Wealth Management LLC
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
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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