Advisor at Zenith Advisory Group, LLC
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Firm
Zenith Advisory Group, LLC
Location
The Villages, FL 32162
Credentials
Series 65
Industry experience
< 1 year
Jacob Wells is a financial advisor at Zenith Advisory Group, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial industry, he worked in professional football with the NFL and XFL for three years. Zenith Advisory Group provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on modern portfolio theory and tailors asset selection to client goals, risk tolerance, and time horizon.
Based on Zenith Advisory Group, LLC
Financial planning fees are fixed, negotiated between $500 - $2,500.
Minimum fee: Fixed portfolio management fees range between $500 - $25,000 per year, negotiable. Fee-only: Financial planning fixed fees range between $500 - $2,500, negotiable.
1068 Lake Sumter Landing
The Villages, FL 32162
Florida
Zenith Advisory Group, LLC
2025 - Present (1 year)
Zenith
2025 - Present (1 year)
NFL/XFL
2022 - 2025 (3 years)
Student
2015 - 2022 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
The Villages, FL
Richard A. Stebbins CPA CFP CMFC
Series 63, Series 65
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ChFC®, Series 63
The Villages, FL
Barber & Associates
CFP®, Series 63, Series 65
The Villages, FL
Bill Losey Retirement Solutions, LLC
Series 63, Series 65
Oxford, FL
Dushane Management, Inc.
Series 65
The Villages, FL
Zenith Advisory Group, LLC
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