Jacob Charles Duvall

Current Employers

Employment History

• 02/2019 → 04/2021
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 04/2010 → 04/2021
  Forge Consulting, Llc
  Mooresville, NC
• 05/2021 → Present
  Trinity Street Financial
  Mcdonough, GA
• 01/2025 → Present
  Bison Wealth, Llc.
  Atlanta, GA

Previous Registrations

• 2019-02-11 → 2021-05-07
  Advocacy Wealth Management, Llc
  Mooresville, NC
  Atlanta, GA

Other Businesses

I am currently a Settlement Consultant with Mirena & Co., located at 824 Highland Avenue, Orlando, FL. Mirena & Co. provides insurance services and financial planning to recipients of legal settlements and verdicts, as well as student-athletes receiving endorsement contracts. They also coordinate with private capital to fund litigation and pre-settlement loans. I started working with Mirena & Co. in August 2024, devoting around 30 hours per week to the job during trading hours. My role involves serving personal injury award recipients and their attorneys through insurance solutions and financial planning. I am currently a Partner with Trinity Street Financial, located at 122 W. Franklin Street Hartwell, GA 30643. Trinity provides financial planning services to its clients and serves as a liaison to insurance and asset management services but is not directly related to investments. I started working with Trinity Street Financial in May of 2021, devoting around 5 hours per week to the job during trading hours. My role involves providing financial planning for individuals and families.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-11

Other Names

• Jake Duvall