Jacob Anthony Davelaar
Investment Adviser Representative at Cooper Mcmanus
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Anthony Davelaar is an investment adviser representative with Cooper Mcmanus in Boise, ID, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Legacy Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Idaho.
Registrations & licenses
- Investment adviser:
- Idaho
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.
- Tadman Financial, LLCMay 2026 – no end date reportedBoise, ID
- YounglifeFeb 2016 – Feb 2024Colorado Springs, CO
- UnemployedFeb 2024 – Mar 2024Boise, ID
- Legacy Wealth Management, LLCMar 2024 – Dec 2025Boise, ID
- Cooper McManusDec 2025 – no end date reportedIrvine, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cooper Mcmanus
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.02
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 62
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Irvine, CA
- SEC file number:
- 801-61944
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
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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 Anthony Davelaar 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.
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