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Inactive

Jarrod Scott Jacobi

Mw Investment Strategy

El Dorado Hills, CA

Van Hulzen Financial Advisors

El Dorado Hills, CA

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Current Employers
Mw Investment Strategy

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-04
  • CA RA
    APPROVED
    Since 2023-01-04

Branch Locations

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Van Hulzen Financial Advisors

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-09-26
  • CA RA
    APPROVED
    Since 2017-09-26

Branch Locations

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • 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
Wells Fargo Advisors San Francisco CA 10/2012 11/2016
Wells Fargo Clearing Services, Llc San Francisco CA 11/2016 09/2017
Van Hulzen Asset Management El Dorado Hills CA 09/2017 Present
Mw Investment Strategy El Dorado Hills CA 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-01
S63 Uniform Securities Agent State Law Examination 1995-08-03
  • S66 Uniform Combined State Law Examination
    2011-07-01
  • S63 Uniform Securities Agent State Law Examination
    1995-08-03
Other Names
  • Jarrod Scott Lewis
  • Jarrod Jacobi

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA

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