Jacob Robert Wyand
Advisor at Wyand Wealth LLC — Saint Petersburg, 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
4 years
Location
Saint Petersburg, FL
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.
Flat fee for stand-alone Financial Planning services, not to exceed $1,500
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.60%
Fee-only: Investment Management fees charged as asset-based fees per tiers; Financial Planning fees as flat fees up to $1,500
Saint Petersburg, FL
Saint Petersburg FL
Advisors at this office
1
Florida
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
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting 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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