JH
JH

Jacob Hemmer

13 Years of Experience
Salina, KS

Jacob Hemmer is a registered investment advisor at Rocky Mountain Advisers, LLC, based in Salina, KS, with 13 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
248 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$3.0B

Fee Structure

SRH Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.00% to 2.00%. The specific fee is determined based on factors like the complexity of your situation and the amount you invest. Fees are billed quarterly, based on the average daily balance of your account. The firm may negotiate fees or waive them entirely.

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Location

2121 E. Crawford Place, Salina, KS, 67401

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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 serves on the Investment Committee of the Salina Area Chamber of Commerce since October 2021, assisting in choosing outside money managers. This requires minimal time and is uncompensated.

Employment History
Current Registrations
Rocky Mountain Advisers, LLC
April 2018 - Present · 8 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2012 - April 2018 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
May 2012 - April 2018 · 5 yrs 11 mos
State Registrations2 states
KSTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.