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Jacob Schaffer

Navigation Wealth Management

Fort Collins, CO

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Current Employers
Navigation Wealth Management

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-06
  • CO RA
    APPROVED
    Since 2026-03-06

Branch Locations

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • 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
Navigation Wealth Management, Inc. Fort Collins CO 03/2026 Present
Jacob Schaffer Llc Fort Collins CO 11/2023 Present
Colonial Life Fort Collins CO 11/2023 11/2023
Student (Cfp Coursework) Fort Collins CO 08/2023 11/2023
Evolution Kitchens Fort Collins CO 12/2022 08/2023
Bruck Enterprises Fort Collins CO 03/2022 12/2022
Else Construction Ames IA 08/2018 03/2022
Bellino Fireworks Denison IA 06/2021 07/2021
Full-Time Student Mapleton IA 08/2013 05/2021
  • 03/2026 → Present
    Navigation Wealth Management, Inc.
    Fort Collins, CO
  • 11/2023 → Present
    Jacob Schaffer Llc
    Fort Collins, CO
  • 11/2023 → 11/2023
    Colonial Life
    Fort Collins, CO
  • 08/2023 → 11/2023
    Student (Cfp Coursework)
    Fort Collins, CO
  • 12/2022 → 08/2023
    Evolution Kitchens
    Fort Collins, CO
  • 03/2022 → 12/2022
    Bruck Enterprises
    Fort Collins, CO
  • 08/2018 → 03/2022
    Else Construction
    Ames, IA
  • 06/2021 → 07/2021
    Bellino Fireworks
    Denison, IA
  • 08/2013 → 05/2021
    Full-Time Student
    Mapleton, IA
Other Businesses

Jacob Schaffer LLC; Fort Collins, CO; Not Inv Rel; Fort Collins, CO; Owner/Operator; Start 11/2023; Approx 90% of time; construction.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-09
  • S65 Uniform Investment Adviser Law Examination
    2026-02-09

View on SEC IAPD

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