Inactive

Jacob Robert Petrie

Waverly Advisors, LLC

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Current Employers

Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-10-22

OH RA
APPROVED

Since 2024-10-22

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

4420 Cooper Road, Cincinnati, OH 45242 • 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

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Covington	KY	06/2014	10/2020
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	10/2020
9258 Wealth Management	Blue Ash	OH	10/2020	12/2024
Waverly Advisors, Llc	Cincinnati	OH	10/2024	Present

06/2014 → 10/2020

Fidelity Brokerage Services, Llc

Covington, KY
07/2018 → 10/2020

Fidelity Personal And Workplace Advisors

Boston, MA
10/2020 → 12/2024

9258 Wealth Management

Blue Ash, OH
10/2024 → Present

Waverly Advisors, Llc

Cincinnati, OH

Previous Registrations

2020-10-14 → 2024-12-02

9258 Wealth Management, Llc

Blue Ash, OH
2018-07-13 → 2020-10-13

Fidelity Personal And Workplace Advisors

Boston, MA
2015-10-15 → 2018-07-13

Strategic Advisers Llc

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-21
S63	Uniform Securities Agent State Law Examination	2015-04-23

S66 Uniform Combined State Law Examination

2015-09-21
S63 Uniform Securities Agent State Law Examination

2015-04-23

Designations

View on SEC IAPD

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