Unclaimed Profile

Jacob Christian Timm

TEN CAPITAL WEALTH ADVISORS, LLC·SPOKANE, Washington

Series 7, Series 66Clean record15 years registeredTEN CAPITAL WEALTH ADVISORS, LLC

835 N. POST STREET, SPOKANE, WA 99201CRD# 5870667Firm CRD# 159802

Profile Verification

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

Identity

Jacob Christian Timm · SPOKANE, WA

Registration

CRD #5870667 · TEN CAPITAL WEALTH ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jun 2023 – present

TEN CAPITAL WEALTH ADVISORS, LLC

Feb 2012 – Nov 2023

SPOKANE, WA

RICHARDS, MERRILL & PETERSON, INC.

Nov 2011 – Sep 2012

SPOKANE, WA

MORGAN STANLEY SMITH BARNEY LLC

Mar 2011 – Oct 2011

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEN CAPITAL WEALTH ADVISORS, LLC

CRD 159802 · SEC 801-73030

AUM

$913M

Regulatory assets under management

Employees

2,351 client accounts

Services offered by TEN CAPITAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TEN CAPITAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Christian Timm offer?

Jacob Christian Timm specializes in Financial Planning, Investment Management. Contact their office in SPOKANE, Washington for a consultation.

What are Jacob Christian Timm's credentials?

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

Where is Jacob Christian Timm located?

Jacob Christian Timm is based in SPOKANE, Washington, working with TEN CAPITAL WEALTH ADVISORS, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.

How does Jacob Christian Timm charge for services?

Jacob Christian Timm'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 TEN CAPITAL WEALTH ADVISORS, LLC?

TEN CAPITAL WEALTH ADVISORS, LLC has approximately 14 employees and manages $913M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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