Jacob Douglas Schisler

Current Employers

Apex Wealth Advisors Llc

Anthem, AZ • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-09
AZ	RA	APPROVED	2021-11-22

CA RA
APPROVED

Since 2026-06-09
AZ RA
APPROVED

Since 2021-11-22

Branch Locations

Anthem, AZ • 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
Synergy Wealth & Insurance Solutions	Grass Valley	CA	01/2013	10/2019
Ae Wealth Management, Llc	Topeka	KS	11/2019	11/2021
Synergy Wealth Advisors	Grass Valley	CA	10/2019	11/2021
Kramer And Kramer Estate Planning Llc	Grass Valley	CA	07/2020	12/2020
Apex Wealth Advisors, Llc	New River	AZ	11/2021	Present

01/2013 → 10/2019

Synergy Wealth & Insurance Solutions

Grass Valley, CA
11/2019 → 11/2021

Ae Wealth Management, Llc

Topeka, KS
10/2019 → 11/2021

Synergy Wealth Advisors

Grass Valley, CA
07/2020 → 12/2020

Kramer And Kramer Estate Planning Llc

Grass Valley, CA
11/2021 → Present

Apex Wealth Advisors, Llc

New River, AZ

Previous Registrations

2019-11-12 → 2021-11-15

Ae Wealth Management, Llc

Surprise, AZ

Grass Valley, CA

Scottsdale, AZ

Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; APPROX 50 HRS/MONTH; APPROX 50 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. APEX HEALTH ADVISORS, LLC - INSURANCE FIRM (HEALTH & LIFE); APPROX 8 HRS/MO DURING TRADING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-25

S65 Uniform Investment Adviser Law Examination

2019-10-25

View on SEC IAPD