TrueAdvisor
TrueAdvisor
JK
JK

Jacob Ray Kagele

Nova Financial Services
22 Years of Experience
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Nova Financial Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
737 clients
Average Client Portfolio
$531K average
Assets Under Management
$391.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K - $2.0M2.25%
$2.0M - $5.0M2.00%
$5.0M - $10.0M1.75%
$10M+1.75%

Fees negotiable for accounts over $10,000,000. Pension Consulting uses the same fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1630 E River Rd, Ste. 212, Tucson, AZ, 85718

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2023
Settled
Customer Dispute
September 2018
Award / Judgment
Customer Dispute
November 2017
Settled
Customer Dispute
August 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jacob is an agent in the fixed annuity business and involved with various insurance businesses. He also serves as a board member for Blair Charity Group and the Catholic Tuition Support Organization, and owns multiple LLCs for rental property, administrative operations, and holding basketball tickets.

Employment History
Current Registrations
Nova Financial Services
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Mutual Advisors, LLC
July 2013 - May 2017 · 3 yrs 10 mos
Mutual Securities, INC.
May 2009 - July 2013 · 4 yrs 2 mos
Mutual Securities, INC.Broker
May 2009 - November 2017 · 8 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
September 2005 - May 2009 · 3 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2005 - May 2009 · 3 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2003 - August 2005 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2003 - August 2005 · 2 yrs 7 mos
State Registrations5 states
AZCAILTXWA
Advisor
Exams
No exam information available for this advisor.