AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Jacob Edward Mccarney

NEXT LEVEL WEALTH PLANNING, LLC·MERIDIAN, Idaho
SIE, Series 7, Series 24, Series 51, Series 63CFPClean record6 years registeredNEXT LEVEL WEALTH PLANNING, LLC
1817 N LAKES PLACE, MERIDIAN, ID 83646CRD# 4824501Firm CRD# 327644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Edward Mccarney · MERIDIAN, ID
Registration
CRD #4824501 · NEXT LEVEL WEALTH PLANNING, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

NEXT LEVEL WEALTH PLANNING, LLC
Oct 2023 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2020 – Oct 2023
Meridian, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · January 24, 2020
Years registered · 6
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEXT LEVEL WEALTH PLANNING, LLC
CRD 327644 · SEC 801-128745
AUM
$244M
Regulatory assets under management
Employees
4
1,319 client accounts
Services offered by NEXT LEVEL WEALTH PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEXT LEVEL WEALTH PLANNING, 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 MERIDIAN?

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

Browse MERIDIAN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jacob Edward Mccarney offer?
Jacob Edward Mccarney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERIDIAN, Idaho for a consultation.
What are Jacob Edward Mccarney's credentials?
Jacob Edward Mccarney holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jacob Edward Mccarney located?
Jacob Edward Mccarney is based in MERIDIAN, Idaho, working with NEXT LEVEL WEALTH PLANNING, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does Jacob Edward Mccarney charge for services?
Jacob Edward Mccarney'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 NEXT LEVEL WEALTH PLANNING, LLC?
NEXT LEVEL WEALTH PLANNING, LLC has approximately 4 employees and manages $244M 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 NEXT LEVEL WEALTH PLANNING, LLC

Michael Fowler Aboussie
MERIDIAN, ID
CFP
Chad Thomas Majors
MERIDIAN, ID

More Advisors in MERIDIAN, Idaho

Aaron Douglas Moon
INSPIRE ADVISORS, LLC·MERIDIAN, ID
CFP
Garland Allen Risner
PARADIGM WEALTH SERVICES, INC.·MERIDIAN, ID
Jevon Mark Webster
INSPIRE ADVISORS, LLC·MERIDIAN, ID
CFP
David Nicolas Johan
DOCEO WEALTH, LLC·MERIDIAN, ID
Keith Owen Chandler
INSPIRE ADVISORS, LLC·MERIDIAN, ID
CFPChFC
Robert John Netzly
INSPIRE ADVISORS, LLC·MERIDIAN, ID

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Idaho
BOISE (84)EAGLE (30)IDAHO FALLS (15)KETCHUM (10)MOSCOW (10)POCATELLO (4)COEUR D'ALENE (4)REXBURG (2)LEWISTON (1)AMMON (1)
City Guides
BOISE GuideEAGLE GuideIDAHO FALLS GuideKETCHUM GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Request removal of this profile