Jacob Alexander Yocco

Employer firm

Cardinal Retirement Planning, Inc. CRD 166545

$127M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2018 → Present
  Cardinal Retirement Planning, Inc.
  Durham, NC
• 09/2017 → 05/2021
  Insurance Advisor Associates, Inc.
  Durham, NC
• 05/2017 → 05/2021
  H.E. Scheil & Associates, Inc.
  Durham, NC
• 05/2016 → 12/2016
  H.E. Scheil & Associates, Inc.
  Durham, NC
• 01/2014 → 05/2017
  Campus Recreation
  Chapel Hill, NC
• 08/2013 → 05/2017
  University Of North Carolina-Chapel Hill
  Chapel Hill, NC
• 05/2021 → Present
  Damis, Inc.
  Durham, NC
• 05/2026 → Present
  Damis, Inc.
  Durham, NC

Other Businesses

(1) DAMIS, INC.; INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND ADVISING; DURHAM, NC; START 05/2021; APPROXIMATELY 10% OF TIME SPENT IN THIS BUSINESS ACTIVITY. (2) PI LAMBDA PHI OMEGA BETA ALUMNI ASSOCIATION; NOT INV REL; FRATERNAL ORGANIZAIONT/TREASURER; MANAGE AND MAINTAIN THE FINANCES FOR THE ORGANIZATION; RALEIGH, NC; 5 HRS/MO; NO COMPENSATION. (3) DAMIS, INC.; ENROLLED AGENT; NOT INVESTMENT RELATED; TAX PREPARATION AND RESOLUTION; DURHAM, NC; START 05/2026; APPROXIMATELY 5% OF TIME SPENT IN THIS BUSINESS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-29

Designations

• Certified Financial Planner

Other Names

• Jacob Yocco