Jacob Hall
Advisor at Pace Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pace Wealth Advisors
Location
Puyallup, WA
Credentials
Series 63, Series 65
Industry experience
10 years
About
Jacob Hall is a financial advisor at Pace Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Park Avenue Securities. Outside of advisory work, Hall has ownership and management roles in four recreational cannabis dispensaries. Pace Wealth Advisors provides financial planning and portfolio management primarily for individual clients with investable assets above $500,000. The firm’s investment approach is based on modern portfolio theory and long-term horizons, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates client-specific investment policy statements reviewed periodically.
Client services
Based on Pace Wealth Advisors
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Pace Wealth Advisors
General retirement planning
Income planning
Tax-loss harvesting
Fee options
Fixed financial planning fees negotiated between $1,500 and $10,000
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001+: 0.80%
$250 per hour for standalone financial planning services
Account minimum: $500,000 Fee-only: Fixed fees for financial planning between $1,500 and $10,000; Hourly fee $250/hour
Location
Puyallup, WA
Most active in
Jacob H has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
Canopy Mortgage
2025 - Present (1 year)
Prestige Home Mortgage
2021 - 2025 (4 years)
Evergreen Home Loans
2018 - 2019 (1 year)
AE Wealth Management, LLC
2018 - 2021 (3 years)
Park Avenue securities
2016 - 2018 (2 years)
Guardian Life Ins
2016 - 2018 (2 years)
Northwestern Mutual Wealth Management Company
2016 - 2016 (1 year)
Northwestern Mutual Investment Management
2015 - 2016 (1 year)
Northwestern mutual life insurance company
2015 - 2016 (1 year)
Hall Consulting, LLC DBA Pace Wealth Advisors
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jimmie M
Series 63, Series 65
Puyallup, WA
Cornerstone Asset Management, LLC
Gregory M
Series 65
Tacoma, WA
Strategic Asset Management
Robin N
Series 63, Series 65
Covington, WA
Sprylen Wealth Management, LLC
Cole F
ChFC®, Series 65
Edgewood, WA
EnoughFP LLC
Joseph D
Series 63
Auburn, WA
J Dostal Investments
Laurence E
Series 63, Series 65
Tacoma, WA
Tacoma Investment Group
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