Jacob William Loucks

Employer firm

Wealth For You Financial, LLC CRD 305627

$65.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2016 → 08/2018
  Boryczka Inc.
  Davison, MI
• 06/2019 → 08/2019
  Tata Technologies
  Detroit, MI
• 03/2021 → 06/2021
  Greenville Country Club
  Greenville, SC
• 06/2021 → 08/2022
  Trust Thermal Asbestos Removal
  Davison, MI
• 09/2021 → 04/2022
  Upstate Granite Solutions
  Greenville, SC
• 06/2023 → 11/2023
  Barnett Financial And Tax
  Grand Blanc, MI
• 09/2022 → 12/2022
  Upstate Granite Solutions
  Greenville, SC
• 01/2023 → 09/2023
  Barnett Financial And Tax
  Grand Blanc, MI
• 12/2023 → 02/2024
  Cmc Construction
  Clarkston, MI
• 08/2019 → 03/2021
  Bob Jones University
  Greenville, SC
• 02/2024 → 02/2026
  Foguth Financial Group
  Brighton, MI
• 03/2016 → 07/2019
  Home
  Burton, MI
• 03/2026 → Present
  Barnett Financial And Tax
  Charlotte, NC
• 03/2026 → Present
  Wealth For You Financial Llc
  Charlotte, NC

Previous Registrations

• 2025-07-30 → 2026-02-27
  Foguth Wealth Management, Llc.
  Clarksville, MI
  Brighton, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-30

Other Names

• Jacob W Loucks