Unclaimed Profile

Daniel Joseph Matola

JACOBUS WEALTH MANAGEMENT INC·MILWAUKEE, Wisconsin

Series 65Clean record17 years registeredJACOBUS WEALTH MANAGEMENT INC

2323 N.MAYFAIR ROAD,SUITE 240, MILWAUKEE, WI 53226-1506CRD# 5613814Firm CRD# 106777

Profile Verification

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

Identity

Daniel Joseph Matola · MILWAUKEE, WI

Registration

CRD #5613814 · JACOBUS WEALTH MANAGEMENT INC · 17 years registered

Brand Profile

Not yet started

Career History

CURI CAPITAL, LLC

Dec 2017 – present

JACOBUS WEALTH MANAGEMENT INC

Dec 2008 – Nov 2017

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 15, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACOBUS WEALTH MANAGEMENT INC

CRD 106777 · SEC 801-51444

AUM

$791M

Regulatory assets under management

Employees

1,104 client accounts

Services offered by JACOBUS WEALTH MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACOBUS WEALTH MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Daniel Joseph Matola offer?

Daniel Joseph Matola specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Daniel Joseph Matola's credentials?

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

Where is Daniel Joseph Matola located?

Daniel Joseph Matola is based in MILWAUKEE, Wisconsin, working with JACOBUS WEALTH MANAGEMENT INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Daniel Joseph Matola charge for services?

Daniel Joseph Matola'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 JACOBUS WEALTH MANAGEMENT INC?

JACOBUS WEALTH MANAGEMENT INC has approximately 14 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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