Jacob DuBois
3chopt Investment Partners · Richmond, Virginia
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.
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Facts
| Firm | 3chopt Investment Partners |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $889.4M across 645 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6711810 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.3choptinvest.com |
How Jacob's firm compares
- 3chopt Investment Partners's average account is about $1.4 million, from its Form ADV (assets managed divided by 645 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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