Jacob Schisler has been Managing Member/CCO of Apex Wealth Advisors since August 2021, is a control person of the firm and directly owns between 25% and 50% of it.
Apex Wealth Advisors LLC is a firm with $122M under management, 223 clients and 3 advisers across 2 offices, as of its June 2026 filing.
Jacob Schisler is Chief Compliance Officer of Apex Wealth Advisors. He began with an insurance license and Social Security optimization, then spent most of the next five years giving Social Security workshops to the public. He later expanded his education and obtained his Investment Advisory license.
Jacob Schisler’s longest registration is the current one, 4 years at Apex Wealth Advisors since 2021. Before joining Apex Wealth Advisors in 2021, Jacob Schisler was registered through Ae Wealth Management, LLC.
- Apex Wealth Advisors LLCCurrent– present · 4 yearsAnthem, AZ · Adviser representative · Firm CRD 316564
- Ae Wealth Management, LLC– · 2 yearsGrass Valley, CA · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Jacob Schisler is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is California, in October 2022.
- ArizonaSince 22 November 2021
- CaliforniaSince 7 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Douglas Schisler
- CRD
- 6182196
- Firm
- Apex Wealth Advisors · CRD 316564
- Role
- Managing Member/CCO
- Office
- Anthem, AZ
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- apexwealthadvisors.com
Where does Jacob Schisler work?
Jacob Schisler has been Managing Member/CCO of Apex Wealth Advisors LLC since August 2021, and is a control person of the firm.
Is Jacob Schisler a financial advisor?
Yes. Jacob Schisler has a current investment-adviser registration in Arizona and California, through Apex Wealth Advisors since November 2021.
How many years of experience does Jacob Schisler have?
Jacob Schisler has 6 years in the financial industry, since November 2019, across 2 adviser firms.
What exams has Jacob Schisler passed?
Jacob Schisler passed the Series 65 in October 2019.
Where did Jacob Schisler work before Apex Wealth Advisors?
Before Apex Wealth Advisors, Jacob Schisler was registered through Ae Wealth Management, LLC, November 2019 to November 2021.
Where is Jacob Schisler based?
Jacob Schisler’s registered office is in Anthem, AZ.
Is Jacob Schisler registered with FINRA?
No. Jacob Schisler has no current broker registration.
How can I verify Jacob Schisler’s record?
Search CRD 6182196 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Schisler’s full registration record.