Jacob Cole has been an investment adviser representative at Prevail Innovative Wealth Advisors since December 2024, and is not listed among the firm’s executive officers or direct owners.
Prevail Innovative Wealth Advisors, LLC is a Leawood, KS firm with $932M under management, 822 clients and 31 advisers across 3 offices, as of its September 2026 filing.
- – present · 1 yearLeawood, KS · Adviser representative · Firm CRD 288641
Investment adviser representative registrations
Jacob Cole is registered as an investment adviser representative in Kansas, since December 2024.
- KansasSince 17 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob J Cole
- CRD
- 8003875
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Cole work?
Jacob Cole is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Cole a financial advisor?
Yes. Jacob Cole has a current investment-adviser registration in Kansas, through Prevail Innovative Wealth Advisors since December 2024.
How many years of experience does Jacob Cole have?
Jacob Cole has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Jacob Cole passed?
Jacob Cole passed the Series 65 in December 2024.
Where is Jacob Cole based?
Jacob Cole’s registered office is in Leawood, KS.
Is Jacob Cole registered with FINRA?
No. Jacob Cole has no current broker registration.
How can I verify Jacob Cole’s record?
Search CRD 8003875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Cole’s full registration record.
