JACOB ROBERT WALDENMEYER is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-07-02 | present | Yes |
| GFP PRIVATE WEALTH | 2024-03-20 | 2025-06-30 | — |
| CHARLES SCHWAB & CO., INC. | 2016-12-17 | 2024-04-02 | — |