Jacob Matthew Gardner is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with DEFINING WEALTH PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DEFINING WEALTH PARTNERS LLC | 2024-05-14 | present | Yes |
| SILVER OAK SECURITIES INCORPORATED | 2023-03-13 | 2023-10-05 | — |
| TFO WEALTH PARTNERS, LLC | 2019-02-05 | 2023-03-27 | — |