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Jacob Jones

Investment adviser representative at Whitcomb & Hess in Ashland, OH

Investment adviser registrationUpdated

Jacob Jones is an investment adviser representative at Whitcomb & Hess, Inc., an investment adviser managing $491M, and works from its Ashland, OH office. Jacob Jones has been registered through Whitcomb & Hess since 17 April 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Jacob Jones has been an investment adviser representative at Whitcomb & Hess since April 2025, and is not listed among the firm’s executive officers or direct owners.

Whitcomb & Hess, Inc. is an Ashland, OH firm with $491M under management, 1,368 clients and 8 advisers in one office, as of its February 2026 filing.

  1. Whitcomb & Hess, Inc.Current
    – present · 1 year
    Ashland, OH · Adviser representative · Firm CRD 121064

Credentials and registrations

Investment adviser representative registrations

Jacob Jones is registered as an investment adviser representative in Ohio, since April 2025.

  • OhioSince 17 April 2025

Examinations

Series 6515 April 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jacob Frederick Jones
CRD
8072906
Firm
Whitcomb & Hess · CRD 121064
Office
1020 CLEVELAND AVENUE, Ashland, OH 44805
Registration
Investment adviser registration
In the industry since
April 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jacob Jones work?

Jacob Jones is an investment adviser representative registered through Whitcomb & Hess, Inc. since April 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Jacob Jones a financial advisor?

Yes. Jacob Jones has a current investment-adviser registration in Ohio, through Whitcomb & Hess since April 2025.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Jacob Jones have?

Jacob Jones has 1 year in the financial industry, since April 2025, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Jacob Jones passed?

Jacob Jones passed the Series 65 in April 2025.

Source: IAPD individual record, checked 23 October 2026

Where is Jacob Jones based?

Jacob Jones’ registered office is in Ashland, OH.

Source: IAPD individual record, checked 23 October 2026

Is Jacob Jones registered with FINRA?

No. Jacob Jones has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Jacob Jones’ record?

Search CRD 8072906 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Jones’ full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Whitcomb & Hess

Sources

  1. IAPD individual record, CRD 8072906, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Whitcomb & Hess, Inc., filed 25 February 2026. Executive officers and direct owners; this person is not among them.
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