Jakub Kreuter has been Managing Partner of Independent Wealth Advisors since October 2023, is a control person of the firm and directly owns between 50% and 75% of it.
Independent Wealth Advisors, LLC is a Cary, NC firm with $195M under management, 258 clients and 4 advisers in one office, as of its June 2026 filing.
Jakub Kreuter’s longest registration was 15 years at LPL Financial LLC (2009–2024). Before joining Independent Wealth Advisors in 2024, Jakub Kreuter was registered through LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 2 yearsCary, NC · Adviser representative · Firm CRD 328786
- LPL Financial LLC– · 15 yearsCary, NC · Adviser representative · Firm CRD 6413
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsRaleigh, NC · Adviser representative · Firm CRD 7691
- Raymond James Financial Services– · 1 yearRaleigh, NC · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Jakub Kreuter is registered as an investment adviser representative in North Carolina, since March 2024.
- North CarolinaSince 19 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 13 July 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 2000 |
| Series 7 | General Securities Representative Examination | 11 September 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jakub Martin Kreuter
- CRD
- 3250250
- Firm
- Independent Wealth Advisors · CRD 328786
- Role
- Managing Partner
- Office
- 167 E. CHATHAM STREET, SUITE 300, Cary, NC 27511
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jakub Kreuter work?
Jakub Kreuter has been Managing Partner of Independent Wealth Advisors, LLC since October 2023, and is a control person of the firm.
Is Jakub Kreuter a financial advisor?
Yes. Jakub Kreuter has a current investment-adviser registration in North Carolina, through Independent Wealth Advisors since March 2024.
How many years of experience does Jakub Kreuter have?
Jakub Kreuter has 27 years in the financial industry, since August 1999, across 4 adviser firms.
What exams has Jakub Kreuter passed?
Jakub Kreuter has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in July 1999. FINRA credited Jakub Kreuter with the SIE, which began in October 2018.
Where did Jakub Kreuter work before Independent Wealth Advisors?
Before Independent Wealth Advisors, Jakub Kreuter was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2003 to March 2009; Raymond James Financial Services, March 2002 to June 2003.
Where is Jakub Kreuter based?
Jakub Kreuter’s registered office is in Cary, NC.
Is Jakub Kreuter registered with FINRA?
Yes. Jakub Kreuter has a current broker registration, under CRD 3250250.
Source: FINRA BrokerCheck
How can I verify Jakub Kreuter’s record?
Search CRD 3250250 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jakub Kreuter’s full registration record.