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Jacob Anthony Metro

Slatestone Wealth LLC

Jupiter, FL

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Current Employers
Slatestone Wealth Llc

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-01
  • FL RA
    APPROVED
    Since 2024-03-01

Branch Locations

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Slatestone Wealth Llc Jupiter FL 10/2023 Present
Forbes Family Trust Palm Beach FL 04/2022 10/2023
Boston Private Wealth/Silicon Valley Bank Palm Beach Gardens FL 03/2013 04/2022
  • 10/2023 → Present
    Slatestone Wealth Llc
    Jupiter, FL
  • 04/2022 → 10/2023
    Forbes Family Trust
    Palm Beach, FL
  • 03/2013 → 04/2022
    Boston Private Wealth/Silicon Valley Bank
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-02-27
Other Names
  • Jake Metro

View on SEC IAPD

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KIMBERLY LYNNE PIERCE
CHARLES JOHN DANIELS
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Other Offices

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STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL
OSAIC WEALTH, INC. · Jupiter, FL

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