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Jacob Wedincamp

Advisor at Cape Investment Advisory, Inc.

Updated today
Cape Investment Advisory, Inc. logo

Firm

Cape Investment Advisory, Inc.

Location

Forsyth, GA

Credentials

Series 63, Series 65

Industry experience

< 1 year

Fee options

Fixed

Flat fees may be charged for financial planning services; specific amounts not stated.

Percentage

$0 - $250,000: 2.75% $251,000 - $500,000: 2.50% $501,000 - $1,000,000: 2.25% Above $1,000,000+: 2.00%

Commissions

Commissions may be earned on insurance product sales and securities transactions through affiliated broker/dealers.

Project-based

Offered for financial planning and consulting services; specific rates not stated.

Other

Account minimum: $25,000 Fee-only: Fees are charged on a fee-only basis for advisory services; no commission for advisory fees.

Work history

Cape Investment Advisory

2025 - Present (1 year)

Nexus EcoServices

2025 - Present (1 year)

Harbin Engineering

2023 - 2025 (2 years)

Carlson Environmental Consultants

2019 - 2023 (4 years)

Student

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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