Jacob
Yaklin
Oakwell Private Wealth Management
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About this Advisor
Jacob Yaklin is a financial advisor who works in Austin, Texas with 2 years of industry experience. Yaklin currently works for Oakwell Private Wealth Management. During their career, the advisor has held roles at Self Employed - Farm And Ranch Work And Lawns, Unites States Marine Corps, Yaklin Chrysler Dodge Jeep And Ram and Oakwell Private Wealth Management. Yaklin holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in Texas. Oakwell Private Wealth Management is an advisory firm based in Austin, TX. The company has offices in two locations and a total of 10 financial advisors. It oversees $311 million in total assets between its 829 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 829 accounts, 21% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Oakwell Private Wealth Management offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically depend on which service is offered. Fee types billed by Oakwell Private Wealth Management most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oakwell Private Wealth Management Brokerage Details
$311,200,508
10
829
$375,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Yaklin Work History
Jacob has been registered as a financial advisor for 2 years.*
Oakwell Private Wealth Management
Yaklin Chrysler Dodge Jeep And Ram
Unites States Marine Corps
Self Employed - Farm And Ranch Work And Lawns
*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 Yaklin 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 Oakwell Private Wealth Management
Austin, TX
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New Braunfels, TX
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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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