Inactive

Jacob Daniel Siani

Amplius Wealth Advisors

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Current Employers

Amplius Wealth Advisors

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-07-20
TX	RA	APPROVED	2026-07-20

PA RA
APPROVED

Since 2026-07-20
TX RA
APPROVED

Since 2026-07-20

Branch Locations

1787 Sentry Parkway West Veva 16, Suite 100, Blue Bell, PA 19422 • 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

Organization	City	State	From	To
Johns Hopkins University	Baltimore	MD	08/2021	06/2025
Johns Hopkins University	Baltimore	MD	08/2024	12/2024
William Penn Charter School	Philadelphia	PA	09/2015	06/2021
Franklin Group Financial Services/Equitable Advisors	Bala Cynwyd	PA	08/2025	06/2026
Amplius Wealth Advisors	Blue Bell	PA	07/2026	Present

08/2021 → 06/2025

Johns Hopkins University

Baltimore, MD
08/2024 → 12/2024

Johns Hopkins University

Baltimore, MD
09/2015 → 06/2021

William Penn Charter School

Philadelphia, PA
08/2025 → 06/2026

Franklin Group Financial Services/Equitable Advisors

Bala Cynwyd, PA
07/2026 → Present

Amplius Wealth Advisors

Blue Bell, PA

Previous Registrations

2026-01-29 → 2026-07-27

Equitable Advisors, Llc

Bala Cynwyd, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-22

S66 Uniform Combined State Law Examination

2026-01-22

Other Names

Jake Siani
Jacob Siani

View on SEC IAPD

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