Nathaniel Jacobs
White Pine Financial · Queen Creek, Arizona
Nathaniel Jacobs is a fee-only financial advisor at White Pine Financial in Queen Creek, Arizona. Nathaniel charges a percentage of assets (2% a year on the first tier of assets managed).
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Facts
| Firm | White Pine Financial |
|---|---|
| Based in | Queen Creek, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 2% a year on the first tier of assets managed |
| Assets under management | $36.4M across 41 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7904983 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.whitepinefinancial.com |
How Nathaniel's firm compares
- White Pine Financial's average account is about $889,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Nathaniel
Is Nathaniel Jacobs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and White Pine Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathaniel charge for financial advice?
Nathaniel charges a percentage of assets.
How much does Nathaniel charge?
According to White Pine Financial's website, checked October 30, 2026: 2% a year on the first tier of assets managed.
Where is Nathaniel Jacobs based?
Nathaniel Jacobs is based in Queen Creek, Arizona.
Is Nathaniel Jacobs registered with the SEC?
Yes. Nathaniel Jacobs is registered as an investment adviser representative in AZ (CRD 7904983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does White Pine Financial manage?
White Pine Financial reports $36.4M across 41 accounts in assets under management.
How do I contact Nathaniel Jacobs?
Through Nathaniel's website, www.whitepinefinancial.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
- White Pine Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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