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Jacob Richard Hoyumpa

Commonwealth Financial Network

Morehead City, NC

CRD 8126064

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-28
  • NC RA
    APPROVED
    Since 2026-04-28

Branch Locations

712 Bridges Street, Morehead City, NC 28557 • 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
Atlantic Wealth Management Morehead City NC 01/2026 Present
United States Marine Corps Cherry Point NC 09/2021 12/2025
Texas A&M University College Station TX 08/2017 08/2021
Johnson High School San Antonio TX 08/2013 07/2017
  • 01/2026 → Present
    Atlantic Wealth Management
    Morehead City, NC
  • 09/2021 → 12/2025
    United States Marine Corps
    Cherry Point, NC
  • 08/2017 → 08/2021
    Texas A&M University
    College Station, TX
  • 08/2013 → 07/2017
    Johnson High School
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-24
  • S66 Uniform Combined State Law Examination
    2026-04-24
Other Names
  • Jacob Hoyumpa

View on SEC IAPD

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