JACOB YALE SCOTT is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2024-12-12 | present | Yes |
| WEALTHSPIRE ADVISORS | 2022-04-26 | 2024-12-31 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2021-05-24 | 2022-04-06 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-06-16 | 2021-02-05 | — |