Unclaimed Profile

Jacob Jeffery Pulver

OCHO INVESTMENT ADVISORS, LLC·BROOKLYN, New York

SIE, Series 7TO, Series 63, Series 65Clean record3 years registeredOCHO INVESTMENT ADVISORS, LLC

10 GRAND STREET, BROOKLYN, NY 11249CRD# 7091985Firm CRD# 323620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Jeffery Pulver · BROOKLYN, NY

Registration

CRD #7091985 · OCHO INVESTMENT ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

KINGSWOOD WEALTH ADVISORS, LLC

Mar 2024 – present

KINGSWOOD CAPITAL PARTNERS, LLC

Feb 2024 – present

MYWALLST ADVISORY LLC

Oct 2022 – Apr 2024

American Fork, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · October 11, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARRY ADVISORS LLC

CRD 323620 · SEC 801-126799

AUM

$16M

Regulatory assets under management

Employees

581 client accounts

Services offered by CARRY ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CARRY ADVISORS 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 BROOKLYN?

Browse all registered financial advisors in BROOKLYN, New York or claim this profile if it's yours.

Browse BROOKLYN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jacob Jeffery Pulver offer?

Jacob Jeffery Pulver specializes in Investment Management. Contact their office in BROOKLYN, New York for a consultation.

What are Jacob Jeffery Pulver's credentials?

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

Where is Jacob Jeffery Pulver located?

Jacob Jeffery Pulver is based in BROOKLYN, New York, working with OCHO INVESTMENT ADVISORS, LLC. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.

How does Jacob Jeffery Pulver charge for services?

Jacob Jeffery Pulver'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 OCHO INVESTMENT ADVISORS, LLC?

OCHO INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $16M 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 →