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Jacob Edward Hanzel

Laurel Oak Wealth Management, LLC

Marlton, NJ

CRD 7442927

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Employer firm

Laurel Oak Wealth Management, LLC CRD 336824

$1.40B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Laurel Oak Wealth Management, Llc

525 Nj-73 Suite 200, Marlton, NJ 08053 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-24
  • NJ RA
    APPROVED
    Since 2025-07-24

Branch Locations

525 Nj-73 Suite 200, Marlton, NJ 08053 • 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
Ameriprise Financial Services, Llc Marlton NJ 09/2021 Present
Pine Valley Golf Club Pine Valley NJ 06/2016 08/2021
Washington Township High School Sewell NJ 08/2014 06/2017
Laurel Oak Wealth Management, Llc Marlton NJ 07/2025 Present
Previous Registrations
Other Businesses

INSURANCE LICENSE; INVESTMENT-RELATED; 525 NJ-73, SUITE 200, MARLTON, NJ 08053; INSURANCE SALES AND ADVICE; 5/2025; HOURS DEPENDENT ON CLIENT NEEDS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-10
  • S66 Uniform Combined State Law Examination
    2022-02-10

View on SEC IAPD

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