Ameriprise Financial Services
38yrs
Top advisor by experience in Hudsonville
7yrs
Jacob Meyer
Financial advisor at Captrust
Jacob Meyer is a fiduciary financial advisor in Hudsonville, Michigan, with 7 years in the industry. Jacob joined Captrust in 2024, after a year at LPL Financial and three years at Valic Financial Advisors. Captrust offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 37 advisors with offices in Hudsonville, and one of 34 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeHudsonville, MI
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 2024 – nowCaptrustCurrent firm
- May 2023 – Jan 2024LPL Financial LLCPreviously
- 2019 – 2023Valic Financial Advisors, Inc.Previously
Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Jacob
How do I contact Jacob?
Call Captrust at (919) 870-6822 and ask for Jacob Meyer. Jacob works from the Hudsonville, MI office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Jacob 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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