Jacob Douglas Schisler
Investment Adviser Representative at APEX Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Douglas Schisler is an investment adviser representative with APEX Wealth Advisors LLC in Anthem, AZ, where they have been registered since 2021. They have worked in the securities industry since 2019 and were previously registered with AE Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona and California.
Registrations & licenses
- Investment adviser:
- Arizona, California
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.
- Synergy Wealth & Insurance SolutionsJan 2013 – Oct 2019Grass Valley, CA
- AE Wealth Management, LLCNov 2019 – Nov 2021Topeka, KS
- Synergy Wealth AdvisorsOct 2019 – Nov 2021Grass Valley, CA
- Kramer AND Kramer Estate Planning LLCJul 2020 – Dec 2020Grass Valley, CA
- APEX Wealth Advisors, LLCNov 2021 – no end date reportedNew River, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About APEX Wealth Advisors 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
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Anthem, AZ
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 Douglas Schisler 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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