Jacob Wells has been an investment adviser representative at Zenith Advisory Group since October 2025, and is not listed among the firm’s executive officers or direct owners.
Zenith Advisory Group, LLC is a The Villages, FL firm with $115M under management, 186 clients and 2 advisers across 2 offices, as of its February 2026 filing.
- Zenith Advisory Group, LLCCurrent– present · 1 yearThe Villages, FL · Adviser representative · Firm CRD 321689
Investment adviser representative registrations
Jacob Wells is registered as an investment adviser representative in Florida, since October 2025.
- FloridaSince 20 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2025 |
| SIE | Securities Industry Essentials Examination | 30 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Carson Wells
- CRD
- 8170588
- Firm
- Zenith Advisory Group · CRD 321689
- Office
- 1068 LAKE SUMTER LANDING, The Villages, FL 32162
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Wells work?
Jacob Wells is an investment adviser representative registered through Zenith Advisory Group, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Wells a financial advisor?
Yes. Jacob Wells has a current investment-adviser registration in Florida, through Zenith Advisory Group since October 2025.
How many years of experience does Jacob Wells have?
Jacob Wells has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Jacob Wells passed?
Jacob Wells has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Jacob Wells based?
Jacob Wells’ registered office is in The Villages, FL.
Is Jacob Wells registered with FINRA?
No. Jacob Wells has no current broker registration.
How can I verify Jacob Wells’ record?
Search CRD 8170588 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Wells’ full registration record.
