Jacob Martin Marriott

Employer firm

Aptus Capital Advisors, LLC CRD 167626

$14.1B regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 08/2013 → 05/2017
  Student
  Augusta, GA
• 06/2017 → 01/2023
  Self Employed
  Naples, FL
• 04/2023 → 06/2023
  Hightower Advisors
  Chicago, IL
• 08/2023 → 10/2023
  Gyroscope Capital Management Group
  Naples, FL
• 10/2023 → 11/2024
  First Trust Investment Solutions Lp
  Naples, FL
• 11/2024 → 01/2025
  First Trust Advisors L.P.
  Naples, FL
• 01/2025 → Present
  Aptus Capital Advisors, Llc
  Naples, FL

Previous Registrations

• 2024-12-03 → 2025-02-12
  First Trust Advisors Lp
  Naples, FL
  Wheaton, IL
• 2023-10-09 → 2024-12-20
  First Trust Investment Solutions L.P.
  Naples, FL
• 2023-07-20 → 2023-12-07
  Gyroscope Capital Management Group Llc
  Naples, FL
• 2022-08-08 → 2023-05-18
  Hightower Advisors, Llc
  Naples, FL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-07-29