Jacob Carson Wells

Employer firm

Zenith Advisory Group, LLC CRD 321689

$115M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 05/2022
  Student
  Boulder, CO
• 05/2022 → 06/2025
  Nfl/Xfl
  St. Louis, MO
• 08/2025 → Present
  Zenith
  The Villages, FL
• 09/2025 → Present
  Zenith Advisory Group, Llc
  The Villages, FL

Other Businesses

Licensed Insurance Agent; Investment related: No; Position Title: Insurance Agent; Location: 1068 Lake Sumter Landing The Villages Fl 32162; Start date: 2025-12-08; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-24