Jacob Andrew Bobick
Investment Adviser Representative at Calton & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Andrew Bobick is an investment adviser representative with Calton & Associates, Inc. in Milford, NJ, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Cetera Advisors LLC and First Allied Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
3 states and territories
Florida, New Jersey, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- new jersey agents allianceApr 2016 – Jun 2020Wall Township, NJ
- NsllcJun 2017 – Jun 2020Columbus, OH
- G.S. Newborn and Associates, Inc.Jul 2020 – Jan 2024Flemington, NJ
- First Allied Securities, IncJul 2020 – Sep 2022San Diego, CA
- Cetera Advisors LLCSep 2022 – Feb 2024Bedminster, NJ
- Life BrokerageJan 2024 – no end date reportedHammonton, NJ
- Safe Harbor FinancialJan 2024 – no end date reportedWest Deptford, NJ
- Calton & Associates, IncFeb 2024 – no end date reportedTampa, FL
- Calton & Associates, Inc.Oct 2024 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Calton & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.026
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
Investments, insurance, and financial planning services; supports transactional, Hybrid BD/RIA, and Corporate RIA business models
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 153
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Tampa, FL
- Founded:
- 1987
- SEC file number:
- 801-70036
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 6, 2026
View full firm profileOther advisors at Calton & Associates, Inc.
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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 Andrew Bobick 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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