Jacob Clark

Financial advisor at Valmark Advisers, Inc. · Plainville, MA

Last updated 2026-10-10

Jacob Clark is a financial advisor at Valmark Advisers, Inc. in Plainville, MA, CRD 7495022. Licenses and exams on the registration: Series 66. IAPD registration began 2024-05-01.

Registration

CRD number: 7495022
Registration status: Active
IAPD registration: 2024-05-01
Industry Experience: 2 years
Work Experience: 10 years
States registered: MA

Licenses and exams

Series 66

Work history

2017-03 to 2017-11 · Kirkbrae Country Club · Lincoln, RI
2017-07 to 2017-08 · Cold Chain Technologies · Franklin, MA
2016-09 to 2020-05 · Stonehill College · Easton, MA
2018-06 to 2018-08 · Wealth Impact Partners (now Called Trove Private Wealth) · Needham, MA
2019-05 to 2020-06 · Rent Sons · Newport, RI
2020-06 to 2021-03 · Rent Sons · Newport, RI
2021-11 to 2023-12 · Wis International · All Over, MA
2022-01 to 2024-03 · Trove Private Wealth · Plainville, MA
2021-03 to 2021-11 · Unemployed · Attleboro, MA
2024-03 to Present · Trove Private Wealth · Plainville, MA

Current employment

Valmark Advisers, Inc. · Akron, OH

SEC IAPD record for Jacob Clark

Valmark Advisers, Inc.

Regulatory AUM: $10,166,311,019
Registered advisors: 295
Offices: 149
Clients per advisor: 50.5 (Low)
Average AUM per client: $682.8K (Low)
High-net-worth client ratio: 10.9% (Low)

Valmark Advisers, Inc.: advisors, services and reported ETF investments

About

Jacob Clark is a financial advisor at Valmark Advisers, Inc. in Plainville, MA. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Trove Private Wealth, Wis International, Unemployed, Rent Sons, among others.

SEC disclosures list additional business and community activities: 1) Trove Private Wealth; 72 Taunton St: Per month; bi-weekly salary; ///.

Valmark Advisers, Inc.'s firm-level Form ADV reports 295 advisors across 149 offices; approximately 50.5 clients per advisor, average assets per client of $682,761, and regulatory AUM of $10.2B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $8.9B across 425 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jacob Clark personally.

Reported ETF positions

Valmark Advisers reports 425 ETF positions worth $8.9B on Form 13F; the largest are listed.

Largest ETF positions reported by Valmark Advisers
Fund	Reported value
VEA — Vanguard FTSE Developed Markets ETF	$864M
SPYG — State Street SPDR Portfolio S&P 500 Growth ETF	$563.8M
SPYV — State Street SPDR Portfolio S&P 500 Value ETF	$563M
SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF	$479.6M
VTIP — Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	$369.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

Valmark Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	CGDV — Capital Group Dividend Value ETF	$85.2M	Top 99.9%	Peer conviction 86.4% · Active return +5.44%
Addressable Market	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$8.4M	Top 99.9%	Addressable AUM $14.9T · Peer conviction 86.8%
Residual Alpha	CGMU — Capital Group Municipal Income ETF	$3.2M	Top 99.8%	Residual alpha +0.94% · Residual Sharpe 0.22
Diversification Benefits	JPST — JPMorgan Ultra-Short Income ETF	$33.6M	Top 97.5%	Replicability (R²) 70.1% · Residual Sharpe 0.66

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Valmark Advisers, Inc. on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Investment Companies
Businesses or Institutional Clients
Pension Consulting Services
Selection of Other Advisers
Other Advisory Service

Fee options

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

Business and affiliations

Broker-Dealer or Municipal Securities Dea
Insurance Company or Agency

Location

72 Taunton Street, Plainville, MA 02762

7 advisors at this office.

Valmark Advisers office in Plainville, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Jacob Clark?

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