Jacob Tyler Hall
Investment Adviser Representative at 3roots Wealth Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Tyler Hall is an investment adviser representative with 3roots Wealth Partners LLC in Scottsdale, AZ, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Bradley Wealth LLC and Mutual of Omaha Investor Services, 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 Arizona and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
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.
- Mutual of OmahaSep 2016 – Sep 2020Omaha, NE
- Mutual of Omaha Investor Services Inc.Apr 2017 – Sep 2020Omaha, NE
- Bradley Wealth Management LLCOct 2020 – Sep 2025Scottsdale, AZ
- 3Roots Wealth Partners, LLCSep 2025 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About 3roots Wealth Partners 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
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-134422
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 5, 2026
View full firm profileOther advisors at 3roots Wealth Partners LLC
2 other advisors in the directory
Similar advisors in Scottsdale, 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 Tyler Hall 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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