Jacob DANIEL DUBOSE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with PIVOT PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PIVOT PLANNING, LLC | 2026-03-24 | present | Yes |
| SAVVY | 2023-09-12 | 2026-03-25 | — |
| EMPOWER ADVISORY GROUP, LLC | 2023-04-03 | 2023-10-04 | — |
| PERSONAL CAPITAL ADVISORS CORPORATION | 2017-06-21 | 2023-04-03 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2011-11-22 | 2017-03-24 | — |