Primerica Advisors
43yrs
Top advisor by experience in West Chester
4yrs
Jacob Sandmann
Financial advisor at J.P. Morgan Securities
Based in West Chester, Ohio, Jacob Sandmann is a fiduciary financial advisor with 4 years of industry experience. Jacob has been with J.P. Morgan Securities since 2025; before that, Jacob spent a year at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 129 advisors with offices in West Chester, and one of 102 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office7722 Cox Lane, West Chester, OH 45069
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- Nov 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Dec 2022 – May 2024MerrillPreviously
Contact Jacob
(800) 999-2000Firm headquarters in New York, NY. Ask for Jacob. 7722 Cox LaneWest Chester, OH 45069Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jacob
How do I contact Jacob?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jacob Sandmann. Jacob works from the West Chester, OH office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2022, about 4 years. 4 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?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. 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.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in Ohio
Osaic Wealth
40yrs
Top 2% by experience in West Chester
Ameriprise Financial Services
40yrs
Top 3% by experience in West Chester
Capital Advisory Services
38yrs
Top 4% by experience in West Chester
BFC Planning
36yrs
Top 5% by experience in West Chester