Unclaimed Profile

Eric Martin Jacobs

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC·DENVER, Colorado

SIE, Series 7, Series 66Clean record17 years registeredGLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

3200 CHERRY CREEK SOUTH DRIVE, DENVER, CO 80209CRD# 5546214Firm CRD# 316072

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Martin Jacobs · DENVER, CO

Registration

CRD #5546214 · GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

Feb 2022 – present

MML INVESTORS SERVICES, LLC

Mar 2015 – Feb 2022

Denver, CO

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Aug 2012 – Dec 2014

DENVER, CO

J.P. MORGAN INSTITUTIONAL INVESTMENTS

Apr 2012 – Jun 2012

ENGLEWOOD, CO

J.P. MORGAN INSTITUTIONAL INVESTMENTS

Apr 2011 – Dec 2011

ENGLEWOOD, CO

CHASE INVESTMENT SERVICES CORP.

May 2009 – Apr 2011

WESTMINSTER, CO

EDWARD JONES

Aug 2008 – Feb 2009

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 28, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

CRD 316072 · SEC 801-122556

AUM

$291M

Regulatory assets under management

Employees

2,076 client accounts

Services offered by GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Martin Jacobs offer?

Eric Martin Jacobs specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Eric Martin Jacobs's credentials?

Eric Martin Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Martin Jacobs located?

Eric Martin Jacobs is based in DENVER, Colorado, working with GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Eric Martin Jacobs charge for services?

Eric Martin Jacobs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC?

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC has approximately 9 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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