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Jacob Douglas Schisler

APEX WEALTH ADVISORS LLC·NEW RIVER, Arizona
Series 65Clean record6 years registeredAPEX WEALTH ADVISORS LLC
43508 NORTH THIRD AVE, NEW RIVER, AZ 85087CRD# 6182196Firm CRD# 316564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Douglas Schisler · NEW RIVER, AZ
Registration
CRD #6182196 · APEX WEALTH ADVISORS LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

APEX WEALTH ADVISORS LLC
Nov 2021 – present
AE WEALTH MANAGEMENT, LLC
Nov 2019 – Nov 2021
Grass Valley, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 12, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APEX WEALTH ADVISORS LLC
CRD 316564 · SEC 801-122534
AUM
$68M
Regulatory assets under management
Employees
3
253 client accounts
Services offered by APEX WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APEX WEALTH ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Jacob Douglas Schisler offer?
Jacob Douglas Schisler specializes in Financial Planning, Investment Management. Contact their office in NEW RIVER, Arizona for a consultation.
What are Jacob Douglas Schisler's credentials?
Jacob Douglas Schisler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Douglas Schisler located?
Jacob Douglas Schisler is based in NEW RIVER, Arizona, working with APEX WEALTH ADVISORS LLC. Their office serves clients in the NEW RIVER metropolitan area and surrounding communities.
How does Jacob Douglas Schisler charge for services?
Jacob Douglas Schisler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX WEALTH ADVISORS LLC?
APEX WEALTH ADVISORS LLC has approximately 3 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APEX WEALTH ADVISORS LLC

Joel Travis Barlow
NEW RIVER, AZ
CFP
Leonard Aaron Williamson
NEW RIVER, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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