Jacob Asplundh has been Partner/Operating Shareholder of Passive Capital Management since April 2021, is a control person of the firm and directly owns between 5% and 10% of it. Jacob Asplundh holds a Bachelor of Arts in Economics from Gettysburg College and a Master of Management from Wake Forest University.
Passive Capital Management, LLC is a Syracuse, NY firm with $997M under management, 424 clients and 8 advisers across 3 offices, as of its January 2026 filing.
Jake Asplundh joined Passive Capital Management, LLC in 2017. Before joining the firm, he served as a financial advisor with Greenspring Wealth Management, PNC Wealth Management, and Deutsche Bank Alex. Brown. He serves both individual and institutional clients.
Jacob Asplundh’s longest registration is the current one, 9 years at Passive Capital Management since 2017. Before joining Passive Capital Management in 2017, Jacob Asplundh was registered through Greenspring Wealth Management, Inc. and Deutsche Bank Securities Inc.
- – present · 9 yearsHuntingdon Valley, PA · Adviser representative · Firm CRD 142870
- Greenspring Wealth Management, Inc.– · 1 yearTowson, MD · Adviser representative · Firm CRD 132669
- Deutsche Bank Securities Inc.– · 1 yearWinston-Salem, NC · Adviser representative · Firm CRD 2525
Professional designations
Listed by Passive Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jacob Asplundh is registered as an investment adviser representative in 2 states. The first approvals date from March 2025; the most recent is Pennsylvania, in November 2025.
- PennsylvaniaSince 10 November 2025
- TexasSince 25 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 August 2012 |
| Series 7 | General Securities Representative Examination | 8 June 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob Paul Asplundh
- CRD
- 6053041
- Firm
- Passive Capital Management · CRD 142870
- Role
- Partner/Operating Shareholder
- Office
- 1800 BYBERRY ROAD, Huntingdon Valley, PA 19006
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passivecapital.com
Where does Jacob Asplundh work?
Jacob Asplundh has been Partner/Operating Shareholder of Passive Capital Management, LLC since April 2021, and is a control person of the firm.
Is Jacob Asplundh a financial advisor?
Yes. Jacob Asplundh has a current investment-adviser registration in Pennsylvania and Texas, through Passive Capital Management since September 2017.
How many years of experience does Jacob Asplundh have?
Jacob Asplundh has 11 years in the financial industry, since January 2015, across 3 adviser firms.
What exams has Jacob Asplundh passed?
Jacob Asplundh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2012.
Where did Jacob Asplundh work before Passive Capital Management?
Before Passive Capital Management, Jacob Asplundh was registered through Greenspring Wealth Management, Inc., December 2015 to June 2017; Deutsche Bank Securities Inc., August 2012 to October 2013.
Where is Jacob Asplundh based?
Jacob Asplundh’s registered office is in Huntingdon Valley, PA.
Is Jacob Asplundh registered with FINRA?
No. Jacob Asplundh has no current broker registration.
Is Jacob Asplundh a CFP?
Passive Capital Management lists Jacob Asplundh with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jacob Asplundh’s record?
Search CRD 6053041 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Asplundh’s full registration record.
