Best Investors Account Sign in
Inactive

David William Jacobberger

Island Insight Wealth LLC

Lees Summit, MO

Claim This Profile
Current Employers
Island Insight Wealth Llc

Lees Summit, MO • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-05-27
MO RA APPROVED 2026-04-30
  • HI RA
    APPROVED
    Since 2026-05-27
  • MO RA
    APPROVED
    Since 2026-04-30

Branch Locations

Lees Summit, MO • 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
Precision Wealth Advisors Colorado Springs CO 12/2019 Present
Producers Financial Network Colorado Springs CO 07/2013 12/2019
  • 12/2019 → Present
    Precision Wealth Advisors
    Colorado Springs, CO
  • 07/2013 → 12/2019
    Producers Financial Network
    Colorado Springs, CO
Other Businesses

I work approximately 50 hours/monthly (All primarily during securities trading hours) as an employee for Precision Wealth Advisors to aid with trades/rebalancing in accordance with their investment policies, and I also complete investment research. My position would be trader/investment analyst. The business is investment related. Precision Wealth Advisors is a Financial advising firm underneath Cambridge Investment Research, and I started at Precision Wealth Advisors around 12/2019. Their address is 7035 Campus Drive, Suite 911, Colorado Springs, CO 80920.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20

View on SEC IAPD

More in Lees Summit, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor