Jakob Sean Ruby
Investment Adviser Representative at AXIM Planning & Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jakob Sean Ruby is an investment adviser representative with AXIM Planning & Wealth in Springboro, OH, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
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:
- 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.
- Axim Planning & WealthAug 2025 – Oct 2026Springboro, OH
- BGSU Recreation CenterMay 2022 – Jul 2025Bowling Green, OH
- Charles SchwabFeb 2024 – Apr 2024Perrysburg, OH
- 419 Painting Co.Jun 2021 – Aug 2021Toledo, OH
- Riverby Golf CourseMay 2020 – Oct 2020Waterville, OH
- Walt Churchills MarketMar 2019 – Mar 2020Perrysburg, OH
- Perrysburg High SchoolJul 2015 – Feb 2019Perrysburg, OH
- UnemployedNov 2020 – May 2021Perrysburg, OH
- Bowling Green State UniversitySep 2021 – Jul 2025Bowling Green, OH
- Fortis Capital Advisors LLCOct 2026 – no end date reportedPrairie Village, KS
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About AXIM Planning & Wealth
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
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
Axim Planning builds financial roadmaps by clarifying priorities, assigning roles to every dollar, and coordinating income, taxes, healthcare planning, risk, and legacy into one clear strategy. Axim Wealth provides ongoing investment management tied to that strategy, building diversified portfolios around an income foundation, monitoring risk, and conducting regular reviews. The firm also coordinates estate, tax, and wealth planning under one roof.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Springboro, OH
- SEC file number:
- 801-124695
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at AXIM Planning & Wealth
3 other advisors in the directory
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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. Jakob Sean Ruby 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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