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Jacob Boyer

Root Financial Partners

Austin, TX

Austin, TX

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-09
  • TX RA
    APPROVED
    Since 2026-02-09

Branch Locations

801 Barton Springs Rd, Austin, TX 78704 • United States

Austin, TX • 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
Guiding Financial Llc Austin TX 09/2024 12/2025
Huckberry Austin TX 10/2022 09/2024
Absolute Tree Care Littleton CO 05/2021 09/2022
Arc'tEryx Denver CO 01/2019 05/2021
Colorado Christian University Lakewood CO 08/2015 01/2019
Root Financial Partners Austin TX 02/2026 Present
  • 09/2024 → 12/2025
    Guiding Financial Llc
    Austin, TX
  • 10/2022 → 09/2024
    Huckberry
    Austin, TX
  • 05/2021 → 09/2022
    Absolute Tree Care
    Littleton, CO
  • 01/2019 → 05/2021
    Arc'tEryx
    Denver, CO
  • 08/2015 → 01/2019
    Colorado Christian University
    Lakewood, CO
  • 02/2026 → Present
    Root Financial Partners
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04
Other Names
  • Jake Boyer

View on SEC IAPD

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Stephanie Caroline Morgan
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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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