Jacob Charles Duvall
Investment Adviser Representative at Bison Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Charles Duvall is an investment adviser representative with Bison Wealth, LLC in Kennesaw, GA, where they have been registered since 2021. They have worked in the securities industry since 2019 and were previously registered with Advocacy Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arkansas, California, and Georgia.
Registrations & licenses
- Investment adviser:
- Arkansas, California, Georgia
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.
- Advocacy Wealth Management, LLCFeb 2019 – Apr 2021Atlanta, GA
- Forge Consulting, LLCApr 2010 – Apr 2021Mooresville, NC
- Trinity Street FinancialMay 2021 – no end date reportedMcDonough, GA
- Bison Wealth, LLC.Jan 2025 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bison Wealth, LLC
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
- 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
Investment management, advanced planning (tax, estate, healthcare, and charitable strategies), relationship management, boutique personalized services, portfolio management, retirement strategies, cash flow analysis, estate strategies, charitable giving and legacy planning, extended care planning, Social Security strategies, tax planning, and Medicare planning.
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:
- 58
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Atlanta, GA
- SEC file number:
- 801-114547
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Bison Wealth, LLC
Showing 12 of 58 in the directory
Similar advisors in Kennesaw, GA
Other advisors whose filed branch office is in the same city.
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 Charles Duvall 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched