Jacob Schaffer has been an investment adviser representative at Navigation Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners.
Navigation Wealth Management, Inc. is a Fort Collins, CO firm with $103M under management, 962 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- Navigation Wealth ManagementCurrent– present · under a yearFort Collins, CO · Adviser representative · Firm CRD 282640
Investment adviser representative registrations
Jacob Schaffer is registered as an investment adviser representative in Colorado, since March 2026.
- ColoradoSince 6 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8234788
- Firm
- Navigation Wealth Management · CRD 282640
- Office
- 2038 CARIBOU DRIVE, SUITE 100, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Schaffer work?
Jacob Schaffer is an investment adviser representative registered through Navigation Wealth Management, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Schaffer a financial advisor?
Yes. Jacob Schaffer has a current investment-adviser registration in Colorado, through Navigation Wealth Management since March 2026.
How many years of experience does Jacob Schaffer have?
Jacob Schaffer has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Jacob Schaffer passed?
Jacob Schaffer passed the Series 65 in February 2026.
Where is Jacob Schaffer based?
Jacob Schaffer’s registered office is in Fort Collins, CO.
Is Jacob Schaffer registered with FINRA?
No. Jacob Schaffer has no current broker registration.
How can I verify Jacob Schaffer’s record?
Search CRD 8234788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Schaffer’s full registration record.
