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Jacob Daniel Woodrum

Hobart Wealth

Charlotte, NC

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Current Employers
Hobart Wealth

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-07-28
  • NC RA
    APPROVED
    Since 2017-07-28

Branch Locations

7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277 • 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
Wells Fargo Blacksburg VA 07/2015 05/2017
Hobart Private Capital Charlotte NC 05/2017 Present
Hobart Insurance Services Charlotte NC 12/2017 12/2022
  • 07/2015 → 05/2017
    Wells Fargo
    Blacksburg, VA
  • 05/2017 → Present
    Hobart Private Capital
    Charlotte, NC
  • 12/2017 → 12/2022
    Hobart Insurance Services
    Charlotte, NC
Other Businesses

JWA Enterprises LLC, not investment-related, 1105 Rutledge Ave Charlotte, NC 28211, wholesale and re-sell jewelry products, owner, started 1/2015, 5 hrs per month, none during trading hours.

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

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