Jacob
Pulver
Kingswood Wealth Advisors, LLC
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About this Advisor
Jacob Pulver is a financial advisor based in American Fork, Utah, working with Kingswood Wealth Advisors, LLC. Jacob has previously held positions at The Church Of Jesus Christ Of Latter Day Saints, Global View Capital Advisors, Dj Cap, LLC, Boxed Water, Simplify Home Loans, LLC, Mywallst Advisory, Xton Financial, Kingswood Capital Partners, and Kingswood Wealth Advisors. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Jacob is part of Kingswood Wealth Advisors, LLC, which operates out of American Fork, Utah. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 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, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
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
- Other
Jacob Pulver Work History
Kingswood Capital Partners
Kingswood Wealth Advisors
Mywallst Advisory
Xton Financial
Boxed Water
Simplify Home Loans, LLC
Dj Cap, LLC
Dj Cap, LLC
Global View Capital Advisors
The Church Of Jesus Christ Of Latter Day Saints
Disclosures
Please visit the SEC profile of Jacob Pulver 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 Kingswood Wealth Advisors, LLC
San Diego, CA
American Fork, UT
San Diego, CA
Fullerton, CA
Henderson, NV
Manhattan Beach, CA
San Diego, CA
San Diego, CA
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