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Jacob Robert Cogley

Lineweaver Wealth Advisors

Valley View, OH

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Current Employers
Lineweaver Wealth Advisors

9035 Sweet Valley Drive, Valley View, OH 44125 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-12-22
  • OH RA
    APPROVED
    Since 2023-12-22

Branch Locations

9035 Sweet Valley Drive, Valley View, OH 44125 • 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
University Of Dayton Dayton OH 08/2018 05/2022
Walsh Jesuit High School Cuyahoga Falls OH 08/2014 06/2018
Flyer Enterprises Dayton OH 10/2018 01/2020
Akron Area Ymca Wadsworth OH 12/2015 08/2019
Hunter Associates Salem OH 06/2022 08/2023
N/A Wadsworth OH 08/2023 11/2023
Lineweaver Wealth Advisors Valley View OH 11/2023 Present
Lineweaver Financial Group Valley View OH 11/2023 Present
Triad Advisors Norcross GA 12/2023 Present
  • 08/2018 → 05/2022
    University Of Dayton
    Dayton, OH
  • 08/2014 → 06/2018
    Walsh Jesuit High School
    Cuyahoga Falls, OH
  • 10/2018 → 01/2020
    Flyer Enterprises
    Dayton, OH
  • 12/2015 → 08/2019
    Akron Area Ymca
    Wadsworth, OH
  • 06/2022 → 08/2023
    Hunter Associates
    Salem, OH
  • 08/2023 → 11/2023
    N/A
    Wadsworth, OH
  • 11/2023 → Present
    Valley View, OH
  • 11/2023 → Present
    Lineweaver Financial Group
    Valley View, OH
  • 12/2023 → Present
    Triad Advisors
    Norcross, GA
Previous Registrations
Other Businesses

1) Lineweaver Financial Group, Inc; investment related;9035 Sweet Valley Drive, Valley View, OH 44125;corporation;financial liaison;11/20/2023;60 hrs/month;43 hrs during trading; liaison between clients and managing advisor, developing client relationships,& full back-office support to the advisor 2) Lineweaver Wealth Advisors, LLC; investment related;9035 Sweet Valley Drive, Valley View, OH 44125;llc;financial liasion;11/20/2023;100 hrs/month;71 hrs during trading; liaison between clients and managing advisor, developing client relationships,& full back-office support to the advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-10
  • S66 Uniform Combined State Law Examination
    2022-12-10
Other Names
  • Jake Robert Cogley

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