Jacob Matthew Gardner

Current Employers

Employment History

• 10/2016 → 07/2017
  Jackson National Life Distributors Llc
  Franklin, TN
• 06/2016 → 09/2016
  Indepence Village Of Waterstone
  Oxford, MI
• 07/2017 → 09/2018
  Washington Avenue Advisors
  Lansing, MI
• 09/2018 → 01/2019
  Tfo-Tdc, Llc
  Maumee, OH
• 01/2019 → 03/2023
  Tfo-Tdc, Llc
  Maumee, OH
• 03/2023 → 10/2023
  Silver Oak Securities, Inc.
  Jackson, TN
• 04/2023 → Present
  Defining Wealth Partners Llc
  Franklin, TN
• 10/2023 → Present
  Defining Wealth Risk Management Llc
  Franklin, TN
• 11/2024 → Present
  Defining Wealth Insurance Llc
  Franklin, TN

Previous Registrations

• 2023-03-13 → 2023-10-05
  Silver Oak Securities, Incorporated
  Toledo, OH
  Franklin, TN
  Knoxville, TN
• 2019-02-05 → 2023-03-27
  Tfo Wealth Partners
  Maumee, OH

Other Businesses

(1) 2026-Present: Defining Wealth Marketing LLC/Business Consulting/Franklin, TN/Co-Founder/Marketing and Business Consulting to advisors not registered with Defining Wealth/Involves up to 10% time each month, including during traditional business hours// (2) 2024-Present: Defining Wealth Insurance LLC/Insurance Related/Franklin, TN/Insurance Agency/Co-Founder & Managing Member/Insurance sales & service via unaffiliated issuers/Involves up to 10% time each month, including during traditional business hours// (3) 2023-Present: Defining Wealth Risk Management LLC/Insurance Related/Franklin, TN/Insurance Agency/Co-Founder, Agent, & Managing Member/Insurance sales & service via unaffiliated issuers/Involves up to 10% time each month, including during traditional business hours//

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-25
• S63 Uniform Securities Agent State Law Examination
  2016-11-21

Designations

Other Names

• Jacob Gardner
• Jacob M. Gardner
• Jake Gardner