# Jacob DuBois

> Jacob DuBois is a fee-only financial advisor at 3chopt Investment Partners in Richmond, Virginia. 3chopt Investment Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-dubois/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 3chopt Investment Partners
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $889.4M across 645 accounts
- **CRD:** 6711810 (https://adviserinfo.sec.gov/individual/summary/6711810)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.3choptinvest.com

## Frequently asked questions

### Is Jacob DuBois a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and 3chopt Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, 3chopt Investment Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jacob DuBois based?

Jacob DuBois is based in Richmond, Virginia.

### Is Jacob DuBois registered with the SEC?

Yes. Jacob DuBois is registered as an investment adviser representative in VA (CRD 6711810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 3chopt Investment Partners manage?

3chopt Investment Partners reports $889.4M across 645 accounts in assets under management.

### How do I contact Jacob DuBois?

Through Jacob's website, www.3choptinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6711810): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.