Unclaimed Profile

Jacob Steven Mayer

CUSHING CAPITAL PARTNERS, LLC·DELAFIELD, Wisconsin

SIE, Series 7, Series 66CFPClean record11 years registeredCUSHING CAPITAL PARTNERS, LLC

417 GENESEE STREET, DELAFIELD, WI 53018CRD# 6295678Firm CRD# 313497

Profile Verification

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

Identity

Jacob Steven Mayer · DELAFIELD, WI

Registration

CRD #6295678 · CUSHING CAPITAL PARTNERS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CUSHING CAPITAL PARTNERS, LLC

Jul 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

May 2015 – Jul 2021

DELAFIELD, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 13, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUSHING CAPITAL PARTNERS, LLC

CRD 313497 · SEC 801-120953

AUM

$209M

Regulatory assets under management

Employees

646 client accounts

Services offered by CUSHING CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CUSHING CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Steven Mayer offer?

Jacob Steven Mayer specializes in Financial Planning, Investment Management. Contact their office in DELAFIELD, Wisconsin for a consultation.

What are Jacob Steven Mayer's credentials?

Jacob Steven Mayer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jacob Steven Mayer located?

Jacob Steven Mayer is based in DELAFIELD, Wisconsin, working with CUSHING CAPITAL PARTNERS, LLC. Their office serves clients in the DELAFIELD metropolitan area and surrounding communities.

How does Jacob Steven Mayer charge for services?

Jacob Steven Mayer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CUSHING CAPITAL PARTNERS, LLC?

CUSHING CAPITAL PARTNERS, LLC has approximately 5 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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