JC
JC

Jacob Keith Chandler

18 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob owns JKC Consulting Inc., an entity set up to limit tax and general liability, since 2013. He also works as a fund manager for Inspire Tactical Balanced ESG ETF, dedicating about 10-20% of his time to tracking assets and adjusting allocations.

Employment History
Current Registrations
Inspire Advisors, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2010 - June 2019 · 8 yrs 7 mos
Ameriprise Financial Services, INC.Broker
October 2007 - June 2019 · 11 yrs 8 mos
State Registrations2 states
CANC
Advisor
Exams
No exam information available for this advisor.