Jacob Alexander Cavaleri

Employer firm

Able Financial Group, LLC CRD 323646

$733M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 03/2023
  Perspective Financial Services, Llc
  Phoenix, AZ
• 06/2020 → 11/2021
  The Scion Group
  Tempe, AZ
• 05/2019 → 10/2019
  Discount Tire
  Phoenix, AZ
• 05/2018 → 07/2018
  Plenum
  Tempe, AZ
• 01/2021 → 05/2022
  Arizona State University
  Tempe, AZ
• 08/2020 → 12/2020
  Mesa Community College
  Mesa, AZ
• 08/2018 → 05/2020
  Glendale Community College
  Glendale, CA
• 08/2014 → 05/2018
  Desert Vista High School
  Phoenix, AZ
• 03/2023 → 08/2024
  Thrivent Advisor Network Llc Dba Perspective Financial Services
  Phoenix, AZ
• 07/2024 → 08/2024
  Diversify Wealth Management
  Sandy, UT
• 09/2024 → 05/2025
  Kovitz Investment Group Partners, Llc
  Scottsdale, AZ
• 07/2025 → Present
  Able Financial Group, Llc
  Scottsdale, AZ
• 10/2025 → Present
  Private Client Services, Llc
  Scottsdale, AZ

Previous Registrations

• 2025-01-27 → 2025-06-03
  Northcoast Asset Management Llc
  Scottsdale, AZ
• 2024-09-27 → 2024-12-31
  Northcoast Asset Management Llc
  Scottsdale, AZ
• 2024-07-18 → 2024-08-14
  Diversify Wealth Management, Llc
  South Jordan, UT
  Phoenix, AZ
• 2023-03-21 → 2024-07-17
  Thrivent Advisor Network, Llc
  Minneapolis, MN
  Phoenix, AZ
• 2022-07-28 → 2023-04-04
  Perspective Financial Services Llc
  Phoenix, AZ

Other Businesses

1) ABLE Financial Group. 8737 E. Via de Commercio, Suite 100 Scottsdale, AZ 85258. RIA. 160 hrs/mo; 120 during trading hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-03
• S65 Uniform Investment Adviser Law Examination
  2022-07-19

Other Names

• Jacob A Cavaleri