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Jacob Robert Wyand

Advisor at Wyand Wealth LLC — Saint Petersburg, FL

Updated today

Credentials

Series 66

Experience

4 years

Location

Saint Petersburg, FL

Wyand Wealth LLC logo

Wyand Wealth LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Client services

Based on Wyand Wealth LLC

Financial planning Portfolio management

Expertise

Based on Wyand Wealth LLC

Income planning Cash flow / budgeting Home buying

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Fee options

Fixed

Flat fee for stand-alone Financial Planning services, not to exceed $1,500

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.60%

Other

Fee-only: Investment Management fees charged as asset-based fees per tiers; Financial Planning fees as flat fees up to $1,500

Location

Saint Petersburg, FL

Saint Petersburg FL

Advisors at this office

1

Most active in

Florida

Work history

4 years of industry experience

Wyand Wealth LLC

2025 - Present • 1 year

Saint Petersburg, FL

Unemployed

2023 - 2025 • 2 years

Saint Petersburg, FL

FIDELITY INVESTMENTs

2021 - 2023 • 2 years

Jacksonville, FL

UBS Finanical Services Inc.

2019 - 2021 • 2 years

Charlotte, NC

Publix Supermarkets

2019 - 2019 • 1 year

DeLand, FL

Northern Cakes Redemtpion & Snack Outlet

2017 - 2018 • 1 year

Plattsburgh, NY

Stetson University

2015 - 2019 • 4 years

DeLand, FL

Mooney Bay Marina

2015 - 2017 • 2 years

Plattsburgh, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive

Dean H

Series 63, Series 66

Seminole, FL

Edward Jones

Dean Hershkowitz is a financial advisor at Edward Jones with seven years of industry experience. He previously worked for the Development Corporation for Israel for five years and founded Herdury Creations LLC, operating it for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Wealth management Founder/Business Owner LGBTQIA
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Joseph S

CFP®, Series 63, Series 65

St Petersburg, FL

IQ Retirement Portfolios LLC

Joseph Signorella is a CFP® professional with 23 years of industry experience. He is the sole advisor at IQ Retirement Portfolios LLC and previously worked for JS Financial Capital Management, Inc. for 29 years. Signorella also owns and serves as president of an insurance consultancy, where he holds multiple state insurance licenses. IQ Retirement Portfolios LLC offers advisory services to retail clients, including individuals, trusts, and retirement plans, through an online wrap-fee program combined with supplemental planning and consultation options. The firm uses proprietary algorithms overseen by an internal committee to manage portfolios composed of low-cost, index-tracking ETFs, annuities, and cash, and it incorporates human advisory services along with life and annuity insurance recommendations.

Annuities
user avatar

Nicholas B

Series 65

Tampa, FL

AURE Investments

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with seven years of industry experience. Prior to joining AURE Investments, he worked at Fisher Investments for six years and has held positions at KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporate clients. The firm utilizes a combination of quantitative screening tools and qualitative analysis for portfolio construction, offering strategies across equities, fixed income, private equity, and collective funds.

Tax-loss harvesting
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