Bollin Wealth Management
45yrs
Top advisor by experience in Perrysburg
New
Jacob Vanio is a fiduciary financial advisor in Perrysburg, Ohio, registered since Jun 2026. Jacob joined Raymond James & Associates in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James & Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 110 advisors with offices in Perrysburg, and one of 86 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office28366 Kensington Lane Suite 1, Perrysburg, OH 43551
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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 2026 – nowRaymond James & Associates, Inc.Current firm
Contact Jacob
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for Jacob. 28366 Kensington Lane Suite 1Perrysburg, OH 43551Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Jacob
How do I contact Jacob?
Call Raymond James & Associates at (727) 567-1000 and ask for Jacob Vanio. Jacob works from the Perrysburg, OH office.
How long has Jacob been a financial advisor?
Jacob is new to the profession, registered since Jun 2026, and holds 1 license.
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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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