Jacob B Reber
Advisor at Modern Wealth Management, LLC — Clearwater, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Clearwater, FL 33759
Modern Wealth Management, LLC
Multi-team
Jacob Reber is a financial advisor with Modern Wealth Management, LLC in Clearwater, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and OneAmerica. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and utilizes model portfolios, third-party managers, and technology-enabled tools to support portfolio construction and client services.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Flat fees for estate planning document preparation and funding services, ranging from $500 to $15,000
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Financial planning fee ranges from $2,500 to $10,000 for standalone plans
Account minimum: $250,000
Clearwater, FL
311 Park Place, Suite 150
Clearwater FL 33759
Advisors at this office
1
Florida
5 years of industry experience
Modern Wealth Management, LLC
2026 - Present • 1 year
Tampa, FL
Bank of America, N.A.
2025 - 2026 • 1 year
Bradenton, FL
Merrill
2025 - 2026 • 1 year
Bradenton, FL
Fidelity Investments
2020 - 2024 • 4 years
Salt Lake City, UT
EACH enterprise
2020 - 2020 • 1 year
Barrington, IL
Unemployed
2020 - 2020 • 1 year
North Barrington, IL
OneAmerica
2018 - 2019 • 1 year
Indianapolis, IN
First Call Temporary Service
2016 - 2016 • 1 year
Pendleton, IN
Teleservices Direct
2016 - 2016 • 1 year
Anderson, IN
BYU-Idaho
2016 - 2020 • 4 years
Rexburg, ID
Conduent
2015 - 2017 • 2 years
Anderson, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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