Jacob Butler has been an investment adviser representative at Singer Wealth Advisors since July 2023, and is not listed among the firm’s executive officers or direct owners. Jacob Butler studied Degrees in Finance and Management at A.B. Freeman School of Business, Tulane University.
Singer Wealth Advisors LLC is a Boca Raton, FL firm with $911M under management, 953 clients and 18 advisers across 6 offices, as of its July 2026 filing.
Jacob Butler is an Investment Advisor Representative of Singer Wealth Advisors. He joined Singer Wealth in 2023 after working at TIAA as a Financial Services Consultant and Client Services Manager, roles in which he worked with individuals and institutions with a focus on retirement planning.
Jacob Butler’s longest registration is the current one, 3 years at Singer Wealth Advisors since 2023. Before joining Singer Wealth Advisors in 2023, Jacob Butler was registered through Advice and Planning Services.
- Singer Wealth Advisors LLCCurrent– present · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 317218
- Advice and Planning Services– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 20472
Professional designations
Listed by Singer Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jacob Butler is registered as an investment adviser representative in Florida, since July 2023.
- FloridaSince 11 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 February 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 2021 |
| Series 7TO | General Securities Representative Examination | 30 August 2021 |
| SIE | Securities Industry Essentials Examination | 26 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Edward Butler
- CRD
- 7389873
- Firm
- Singer Wealth Advisors · CRD 317218
- Office
- 1515 S. FEDERAL HIGHWAY, SUITE 302, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- singerwealth.com
Where does Jacob Butler work?
Jacob Butler is an investment adviser representative registered through Singer Wealth Advisors LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Butler a financial advisor?
Yes. Jacob Butler has a current investment-adviser registration in Florida, through Singer Wealth Advisors since July 2023.
How many years of experience does Jacob Butler have?
Jacob Butler has 5 years in the financial industry, since September 2021, across 2 adviser firms.
What exams has Jacob Butler passed?
Jacob Butler has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2021.
Where did Jacob Butler work before Singer Wealth Advisors?
Before Singer Wealth Advisors, Jacob Butler was registered through Advice and Planning Services, February 2022 to June 2023.
Where is Jacob Butler based?
Jacob Butler’s registered office is in Boca Raton, FL.
Is Jacob Butler registered with FINRA?
No. Jacob Butler has no current broker registration.
Is Jacob Butler a CFP?
Singer Wealth Advisors lists Jacob Butler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jacob Butler’s record?
Search CRD 7389873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Butler’s full registration record.