Jacob
Buser

Florida Financial Advisors, LLC

CRD#7309798
Investment Advisor
in Nashville, TN

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About this Advisor

Jacob Buser is a financial advisor based in Nashville, Tennessee, working with Florida Financial Advisors, LLC. Jacob has previously held positions at Florida Financial Advisors, Enterprise Rent A Car, Florida Institute Of Technology, Saint Joseph By The Sea High School, Ariana'S South, Ussa Space Coast Stadium, Sunshine State Conference, Summer Youth Employment Program, Johnny D 5 Tool Baseball Camp, Trinity Wealth Securities L.L.C, Instacart, Florida Financial Advisors Dba Tristate Financial Advisors, and Trinity Wealth Securities, LLC. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Tennessee. Currently, Jacob is part of Florida Financial Advisors, LLC, which operates out of Nashville, Tennessee. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and 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, pension consulting services, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

210 12Th Avenue S Suite 210
Nashville, TN 37203

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

TN Average: $1,855,561,029
Total Number of Employees

310

TN Average: 62
Total Number of Accounts

1,371

TN Average: 2,474
Average Account Size

$145,150

TN Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jacob Buser Work History

2023 - Present (1 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2023 - Present (1 year)

Trinity Wealth Securities, LLC

2022 - 2023 (1 year)

Instacart

2020 - 2023 (3 years)

Florida Financial Advisors

2020 - 2020 (< 1 year)

Enterprise Rent A Car

2020 - 2023 (3 years)

Trinity Wealth Securities L.L.C

2019 - 2019 (< 1 year)

Ussa Space Coast Stadium

2019 - 2019 (< 1 year)

Sunshine State Conference

2018 - 2019 (1 year)

Florida Institute Of Technology

2017 - 2019 (2 years)

Florida Institute Of Technology

2016 - 2019 (3 years)

Johnny D 5 Tool Baseball Camp

2015 - 2016 (1 year)

Ariana'S South

2013 - 2015 (2 years)

Summer Youth Employment Program

2011 - 2015 (4 years)

Saint Joseph By The Sea High School

Disclosures

Please visit the SEC profile of Jacob Buser 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 Florida Financial Advisors, LLC

Connor Goodwin
Miami, FL
Jerid Mei
Charlotte, NC
Nicholas Mangino
Atlanta, GA
Adam Granville
Atlanta, GA
Alexander Stak
Orlando, FL
Joseph Perrone
Tampa, FL
John Edie
Atlanta, GA
Daniel Raps-Huffman
Atlanta, GA

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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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.

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