Jacob Lee Tornow

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 08/2020
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 05/2016 → 12/2019
  Forge Consulting, Llc
  Atlanta, GA
• 01/2022 → 12/2024
  Bison Advisors
  Hartwell, GA
• 08/2016 → Present
  Georgia Army National Guard
  Winder, GA
• 08/2020 → Present
  Marketing Analysis And Development, Llc
  Kennesaw, GA
• 01/2021 → Present
  Honeybee Holdings, Llc
  Kennesaw, GA
• 01/2025 → Present
  Bison Wealth, Llc.
  Atlanta, GA

Previous Registrations

• 2020-02-05 → 2020-08-06
  Advocacy Wealth Management, Llc
  Atlanta, GA

Other Businesses

Honeybee Holdings, LLC; investment related; Kennesaw, Georgia; Founding member; Started Jan 2021 - Present; any legal purpose/real estate. Marketing Analysis and Development, LLC; not investment related; Kennesaw, Georgia; Founding Partner; Stated August 2020 - Present; any legal purpose/ marketing and educational infographics. Georgia Army National Guard; not investment related; Winder, Georgia; UH60 (Blackhawk) Pilot; Started August 2016 - Present; Military Aviation

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-04

Other Names

• Jacob Lee Tornow
• Jake Tornow
• Jacob Tornow