Investment adviser representative · Savvy
Jacob J. Larue
CRD 6696776 · Lawrenceburg, KY
At a glance
Jacob J. Larue is an investment adviser representative with Savvy in Lawrenceburg, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacob’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- SavvySince June 2025Lawrenceburg, KY · $5.0B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jacob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Savvy
- Gregory W. AllenGreenwood
- Erik J. AllisonNew York
- Cynthia D. AlvarezEvergreen
- Carlton E. AndersonOld Greenwich
- Berkely R. ArrantsChattanooga · Certified Financial Planner
- Craig A. AustadDenver · Certified Financial Planner
- Nicklaus C. AustinCharlotte
- Ryan C. AustinNew York · Certified Financial Planner
Every advisor at Savvy →Savvy: assets, clients and custodians →Financial advisors in Lawrenceburg, KY →Advisor Moves: who changed firms this week →