Tristan L Jacobi

Employer firm

Cwm Advisory, LLC CRD 299923

$101M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2018 → 05/2019
  Scf Investment Advisors, Inc
  Fresno, CA
• 05/2015 → 08/2017
  Irish Eyes
  Milton, DE
• 08/2017 → 01/2018
  Slippery Rock University
  Slippery Rock, PA
• 01/2018 → 06/2018
  Aflac
  Pittsburgh, PA
• 06/2018 → 09/2018
  Unemployed
  Slippery Rock, PA
• 04/2019 → 12/2021
  Cwm Advisory, Llc
  Ocean Pines, MD
• 10/2018 → 12/2021
  Creative Wealth Management
  Ocean Pines, MD
• 01/2022 → Present
  Cwm Advisory, Llc
  Ocean Pines, MD
• 01/2022 → Present
  Creative Wealth Management
  Ocean Pines, MD

Previous Registrations

• 2018-10-02 → 2019-05-08
  Scf Investment Advisors, Inc.
  Ocean Pines, MD
  San Diego, CA

Other Businesses

1) Tristan Lee Jacobi is an independent licensed insurance agent. He spends approximately 10 hours a week on this outside business activity. 2) Tristan Lee Jacobi, CFP® is a partner of Creative Wealth Management, LLC. This entity is used for payroll and receiving income generated from insurance products and services delivered by Tristan Lee Jacobi, CFP® in his role as an independent licensed insurance agent. He spends approximately 2 hours a month on this outside business activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-19

Designations

• Certified Financial Planner