Eric Allen Jacobsmeyer

Financial advisor at Cain, Watters & Associates, LLC · Frisco, TX

Last updated 2026-10-10

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Eric Allen Jacobsmeyer is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, CRD 4518091. Licenses and exams on the registration: Series 66. IAPD registration began 2002-07-09.

Registration

CRD number
4518091
Registration status
Active
IAPD registration
2002-07-09
Industry Experience
24 years
Work Experience
15 years
States registered
TX, UT

Licenses and exams

  • Series 66

Designations

  • CFP®
  • Personal Financial Specialist

Work history

  • 2021-10 to 2021-12 · Dynamic Wealth Advisors · Phoenix, AZ
  • 2010-12 to 2024-03 · Cfo Ortho · Kaysville, UT
  • 2024-04 to Present · Cain Watters & Associates, LLC · Frisco, TX

Current employment

SEC IAPD record for Eric Allen Jacobsmeyer

Cain, Watters & Associates, LLC

Regulatory AUM
$5,036,805,273
Registered advisors
76
Offices
5
Clients per advisor
44.7 (Low)
Average AUM per client
$1.5M (Low)
High-net-worth client ratio
23.6% (Moderate)

Cain, Watters & Associates, LLC: advisors, services and reported ETF investments

About

Eric Allen Jacobsmeyer is a CFP®, Personal Financial Specialist financial advisor at Cain, Watters & Associates, LLC in Frisco, TX. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 15 years of reported work history. Reported roles include Cfo Ortho, Dynamic Wealth Advisors.

SEC disclosures list additional business and community activities: Jw Re Llc; 202 S Main St: , kaysville ut 84037; holds commercial real estate property; position: owner; i oversee the needs of the commercial property; start date was february of 2019; 5 hrs a month; time spent of this business is after hours.

Cain, Watters & Associates, LLC's firm-level Form ADV reports 76 advisors across 5 offices; approximately 44.7 clients per advisor, average assets per client of $1,482,722, and regulatory AUM of $5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.

What this firm offers

Filed by Cain, Watters & Associates, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Accountant or Accounting Firm
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Accountant or Accounting Firm
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

17 Cowboys Way, Suite 300, Frisco, TX 75034

65 advisors at this office.

Cain, Watters & Associates office in Frisco, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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