Jacob D Kinsley
Investment Adviser Representative at W.a. Smith Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob D. Kinsley is an investment adviser representative with W.a. Smith Financial Group in Sandusky, OH, where they have been registered since 2021. They have worked in the securities industry since 2017 and have been registered with 3 firms, including PNC Investments and Edward Jones. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
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.
- FirstMerit Bank NAAug 2009 – Dec 2018Huron, OH
- LPL Financial, LLCAug 2016 – Feb 2017Huron, OH
- THE Huntington Investment CompanyFeb 2017 – Dec 2018Huron, OH
- Edward JonesDec 2018 – Sep 2019St.Louis, MO
- PNC InvestmentsSep 2019 – no end date reportedPittsburgh, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About W.a. Smith Financial Group
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 account minimum
- $250,000 (waivable)
- $0 - $500,0001.50%
- $500,001 - $1,500,0001.10%
- $1,500,001 - $2,500,0000.95%
- $2,500,001 - $5,000,0000.85%
+2 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
Retirement income planning and money management, including a Stoplight Analysis retirement assessment tool.
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:
- 12
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Sandusky, OH
- SEC file number:
- 801-110042
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at W.a. Smith Financial Group
11 other advisors in the directory
Similar advisors in Sandusky, OH
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 D Kinsley 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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