Jacob Massanopoli has been an investment adviser representative at Marotta Asset Management since June 2024, and is not listed among the firm’s executive officers or direct owners. Jacob Massanopoli holds a Bachelor of Science in Business with a concentration in Financial Planning from Virginia Tech.
Marotta Asset Management, Inc. is a Charlottesville, VA firm with $686M under management, 366 clients and 12 advisers in one office, as of its October 2026 filing.
Jacob Massanopoli is Financial Planner of Marotta Wealth Management. He is part of the firm's tax specialty team and helps create its customized Roth conversion recommendations for Comprehensive clients. He joined the firm in 2021.
- – present · 2 yearsRichmond, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Jacob Massanopoli is registered as an investment adviser representative in Virginia, since June 2024.
- VirginiaSince 21 June 2024
Examinations
No examinations are on Jacob Massanopoli’s record.
- Full name
- Jacob Lee Massanopoli
- CRD
- 7257938
- Firm
- Marotta Asset Management · CRD 115645
- Office
- Richmond, VA
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marottaonmoney.com
Where does Jacob Massanopoli work?
Jacob Massanopoli is an investment adviser representative registered through Marotta Asset Management, Inc. since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Massanopoli a financial advisor?
Yes. Jacob Massanopoli has a current investment-adviser registration in Virginia, through Marotta Asset Management since June 2024.
How many years of experience does Jacob Massanopoli have?
Jacob Massanopoli has 2 years in the financial industry, since June 2024, across 1 adviser firm.
Where is Jacob Massanopoli based?
Jacob Massanopoli’s registered office is in Richmond, VA.
Is Jacob Massanopoli registered with FINRA?
No. Jacob Massanopoli has no current broker registration.
How can I verify Jacob Massanopoli’s record?
Search CRD 7257938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Massanopoli’s full registration record.
