Jacob Stinson has been an investment adviser representative at Thrive Capital Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Thrive Capital Management, LLC is a Fort Washington, PA firm with $657M under management, 786 clients and 13 advisers across 4 offices, as of its June 2026 filing.
Jacob Stinson’s longest registration was 1 year at Walser Wealth Management Company, A Limited Liability Company (2023–2025). Before joining Thrive Capital Management in 2026, Jacob Stinson was registered through Oxford Wealth Group, LLC and Walser Wealth Management Company, A Limited Liability Company.
- – present · under a yearOdessa, FL · Adviser representative · Firm CRD 281347
- Oxford Wealth Group, LLC– · 1 yearOrlando, FL · Adviser representative · Firm CRD 319561
- Walser Wealth Management Company, A Limited Liability Company– · 1 yearTampa, FL · Adviser representative · Firm CRD 206518
- Proxy Wealth Advisors LLC– · under a yearTampa, FL · Adviser representative · Firm CRD 298080
- Wells Fargo Clearing Services, LLC– · 1 yearTampa, FL · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jacob Stinson is registered as an investment adviser representative in Florida, since June 2026.
- FloridaSince 25 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 December 2021 |
| Series 7TO | General Securities Representative Examination | 19 November 2021 |
| SIE | Securities Industry Essentials Examination | 14 October 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Andrew Stinson
- CRD
- 7439631
- Firm
- Thrive Capital Management · CRD 281347
- Office
- Odessa, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Stinson work?
Jacob Stinson is an investment adviser representative registered through Thrive Capital Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Stinson a financial advisor?
Yes. Jacob Stinson has a current investment-adviser registration in Florida, through Thrive Capital Management since June 2026.
How many years of experience does Jacob Stinson have?
Jacob Stinson has 4 years in the financial industry, since March 2022, across 5 adviser firms.
What exams has Jacob Stinson passed?
Jacob Stinson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2021.
Where did Jacob Stinson work before Thrive Capital Management?
Before Thrive Capital Management, Jacob Stinson was registered through Oxford Wealth Group, LLC, April 2025 to May 2026; Walser Wealth Management Company, A Limited Liability Company, May 2023 to February 2025; Proxy Wealth Advisors LLC, February 2023 to May 2023; Wells Fargo Clearing Services, LLC, December 2021 to January 2023.
Where is Jacob Stinson based?
Jacob Stinson’s registered office is in Odessa, FL.
Is Jacob Stinson registered with FINRA?
No. Jacob Stinson has no current broker registration.
How can I verify Jacob Stinson’s record?
Search CRD 7439631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Stinson’s full registration record.
- Brett PohlChief Compliance Officer
- Christopher BakDirector of Investment Operations
- David BezarManaging Director
- Karen BezarManaging Partner
- Bret ElamManaging Partner