Jacob McCarney (CRD# 4824501) is an Investment Advisor Representative working at Next Level Wealth Planning, LLC in Meridian, ID and has over 19 years of experience in the finance industry. Jacob McCarney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Level Wealth Planning, LLC | Meridian, ID | Oct 2023 - Current | < 1 |
| Mccarney Financial Group,llc | Meridian, ID | Nov 2007 - Current | 16 |
| Raymond James Financial | Meridian, ID | Nov 2007 - Oct 2023 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
- AZ
- CA
- CO
- ID
- OR
- TX
- UT
- WA
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Total Assets Under Management200MILLIONS
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Total Number of Accounts1,187ACCOUNTS
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Average Account Value$168,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, ID, OR, TX, UT, WA
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