Sabin Investment Management
44yrs
Top advisor by experience in Lehi
11yrs
Breck Jacobs
Financial advisor at Gibbs Wealth Management
Breck Jacobs is a fiduciary financial advisor in Lehi, Utah, with 11 years in the industry. After eight years at Jacobs Financial Group and a year at Hornor, Townsend & Kent, Breck joined Gibbs Wealth Management in 2025, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 247 advisors with offices in Lehi, and one of 235 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 61% of advisors in Lehi
Office3450 Triumph Blvd. Suite 102,, Lehi, UT 84043
How the firm is paid ?Percent of assets
Typical client at the firm ?$195,262
Advisors at the firm68
States licensed ?1 state
Services through Gibbs Wealth Management
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowGibbs Wealth Management, LLCCurrent firm
- 2018 – 2026Jacobs Financial GroupPreviously
- Sep 2016 – Mar 2018Hornor, Townsend & Kent, LLCPreviously
Contact Breck
(678) 694-8770Firm headquarters in Alpharetta, GA. Ask for Breck. 3450 Triumph Blvd. Suite 102,Lehi, UT 84043Office · Get directions Firm websitemarathongroupfinancial.com
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Questions to ask Breck
Tailored to Breck’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Breck
How do I contact Breck?
Call Gibbs Wealth Management at (678) 694-8770 and ask for Breck Jacobs. Breck works from the Lehi, UT office.
How long has Breck been a financial advisor?
Breck has been in the industry since 2015, about 11 years. More experience than 61% of advisors in Lehi.
What licenses does Breck hold?
Series 66. Tap any license on this page to see what it allows.
Is Breck a fiduciary?
Breck is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Breck paid?
Gibbs Wealth Management reports being paid by a percentage of the assets they manage. Ask Breck for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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