Jacob
Lingard
Wellspring Financial Partners
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About this Advisor
Jacob Lingard is a certified financial planner and chartered financial consultant working out of North Salt Lake, Utah with 1 year of industry experience. Lingard is on the advisory team at Wellspring Financial Partners. Over the course of their career, Lingard has held roles at Deseret Mutual Benefit Advisors and Investment Metrics, Inc Dba Wellspring Financial Partners. Lingard holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona and Texas. Wellspring Financial Partners is an advisory business operating out of Tucson, AZ. It handles $691 million in assets among its 343 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 343 client accounts, 24% belong to high-net-worth individuals who have greater than $1 million in investable assets. Wellspring Financial Partners offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually depend on the type of services. However, fees billed by Wellspring Financial Partners can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wellspring Financial Partners Brokerage Details
$691,444,782
9
343
$2,015,874
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacob Lingard Work History
Jacob has been registered as a financial advisor for 1 years.*
Investment Metrics, Inc Dba Wellspring Financial Partners
Deseret Mutual Benefit Advisors
*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 Lingard 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 Wellspring Financial Partners
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
North Salt Lake, UT
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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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.
