Jacob Tornow
Advisor at Bison Wealth, LLC
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
Bison Wealth, LLC
Location
Hartwell, GA 30643
Credentials
Series 65
Industry experience
4 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Financial planning fees may be fixed fees as agreed between client and adviser.
Negotiable up to 2.0% annually
Charged for financial planning on an hourly basis if agreed; specific rates negotiated between client and adviser.
Account minimum: No minimum (except for Overlay Strategy which requires a $200,000 Anchor Account minimum)
Work history
Bison Wealth, LLC.
2025 - Present (1 year)
Bison Advisors
2022 - 2024 (2 years)
Honeybee Holdings, LLC
2021 - Present (5 years)
Marketing Analysis and Development, LLC
2020 - Present (6 years)
Advocacy Wealth Management, LLC
2019 - 2020 (1 year)
Georgia Army National Guard
2016 - Present (10 years)
Forge Consulting, LLC
2016 - 2019 (3 years)
Stone Mountain Access Systems
2016 - 2016 (1 year)
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.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Bowersville, GA
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Anderson, SC
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