AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

Jacob Dorsey Weaver

LAU ASSOCIATES LLC·GREENVILLE, Delaware
Series 65Clean record22 years registeredLAU ASSOCIATES LLC
20 MONTCHANIN ROAD, GREENVILLE, DE 19807CRD# 4791111Firm CRD# 105608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Dorsey Weaver · GREENVILLE, DE
Registration
CRD #4791111 · LAU ASSOCIATES LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BENCHMARK FINANCIAL, LLC
Jun 2022 – present
LAU ASSOCIATES LLC
Jun 2004 – Nov 2019
GREENVILLE, DE
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 23, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAU ASSOCIATES LLC
CRD 105608 · SEC 801-24354
AUM
$650M
Regulatory assets under management
Employees
7
161 client accounts
Services offered by LAU ASSOCIATES 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 LAU ASSOCIATES LLC →
Introduction

Speak with Jacob

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jacob is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, Delaware or claim this profile if it's yours.

Browse GREENVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jacob Dorsey Weaver offer?
Jacob Dorsey Weaver specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, Delaware for a consultation.
What are Jacob Dorsey Weaver's credentials?
Jacob Dorsey Weaver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Dorsey Weaver located?
Jacob Dorsey Weaver is based in GREENVILLE, Delaware, working with LAU ASSOCIATES LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Jacob Dorsey Weaver charge for services?
Jacob Dorsey Weaver's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAU ASSOCIATES LLC?
LAU ASSOCIATES LLC has approximately 7 employees and manages $650M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LAU ASSOCIATES LLC

Thomas Martin Weary
GREENVILLE, DE
Jorge Ramon Rueda
GREENVILLE, DE
Laura Davlin Granger
GREENVILLE, DE
Judith Wisdom Lau
GREENVILLE, DE
Lucinda Lea Peterson
GREENVILLE, DE

More Advisors in GREENVILLE, Delaware

Alyson Renee Kest
SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, DE
David Raymond Hargrove
BASSETT HARGROVE INVESTMENT COUNSEL, LLC·GREENVILLE, DE
Howard Calvert Richardson
INVESTMENT MANAGEMENT & PLANNING LLC·GREENVILLE, DE
CFP
Kenneth Eugene Foley
SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, DE
Lisa M Lamarche
MILESTONE WEALTH ADVISORS, INC.·GREENVILLE, DE
CFP
Jarrett Todd Bostwick
SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (110)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
WILMINGTON GuideNEWARK GuideDOVER GuideREHOBOTH BEACH GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile