AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Jacob Edward Mccarney

NEXT LEVEL WEALTH PLANNING, LLC·MERIDIAN, Idaho
Clean recordNEXT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Edward Mccarney is a registered financial advisor based in MERIDIAN, Idaho, affiliated with NEXT LEVEL WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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 →

03

Firm Overview

Firm
NEXT LEVEL WEALTH PLANNING, LLC
NEXT LEVEL WEALTH PLANNING, LLC
AUM
$244M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at NEXT LEVEL WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4824501
Firm CRD# 327644
View on FINRA BrokerCheck →

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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

Karen Jean Eamon
MERIDIAN, ID
Michael Fowler Aboussie
MERIDIAN, ID
Chad Thomas Majors
MERIDIAN, ID

More Advisors in MERIDIAN, Idaho

Dean David Sandros
ALPHAEDGE INVESTMENT MANAGEMENT, INC.·MERIDIAN, ID
David Nicolas Johan
DOCEO WEALTH, LLC·MERIDIAN, ID
Garland Allen Risner
PARADIGM WEALTH SERVICES, INC.·MERIDIAN, ID
Jevon Mark Webster
INSPIRE ADVISORS, LLC·MERIDIAN, ID
Keith Owen Chandler
INSPIRE ADVISORS, LLC·MERIDIAN, ID
Robert John Netzly
INSPIRE ADVISORS, LLC·MERIDIAN, ID

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MOSCOW (10)POCATELLO (8)COEUR D'ALENE (6)POST FALLS (5)REXBURG (2)SANDPOINT (2)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideIDAHO FALLS GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Request removal of this profile