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Jacob Alexander Ferrin

Investment Adviser Representative at THE Wealth Group - Austin B. Colby & Associates

Eden Prairie, MNCRD #8311889Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob Alexander Ferrin is an investment adviser representative with The Wealth Group - Austin B. Colby & Associates in Eden Prairie, MN, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota.

Office

14850 Scenic Heights Road, Suite #100
Eden Prairie, MN 55344

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/8/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Wealth Group - Austin B. Colby & AssociatesCurrent
7/10/2026 – Eden Prairie, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. THE Wealth Group - Austin B. Colby & Associates
    Jun 2026 – no end date reportedEden Prairie, MN
  2. Hazeltine National GOLF CLUB
    May 2021 – May 2025Chaska, MI
  3. Full-time Student
    Aug 2015 – May 2026Excelsior, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About THE Wealth Group - Austin B. Colby & Associates

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm's annual rate schedule by assets
  • Households <$1,000,0001.95%
  • First $2,000,0001.00%
  • Next $2,000,0000.75%
  • Next $6,000,0000.50%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
1
Main office:
Eden Prairie, MN
SEC file number:
801-120158

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 14, 2026

View full firm profile

Other advisors at THE Wealth Group - Austin B. Colby & Associates

10 other advisors in the directory

View THE Wealth Group - Austin B. Colby & Associates firm profile

Similar advisors in Eden Prairie, MN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Alexander Ferrin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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