Jacob Daniel Woodrum

Employer firm

Hobart Wealth CRD 168494

$558M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 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

• Certified Financial Planner