Unclaimed Profile

Jeffrey Scott Jacob

ARCHVIEW INVESTMENT GROUP LP·STAMFORD, Connecticut

Clean recordARCHVIEW INVESTMENT GROUP LP

750 WASHINGTON BLVD., STAMFORD, CT 06901CRD# 2275467Firm CRD# 154787

Profile Verification

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

Identity

Jeffrey Scott Jacob · STAMFORD, CT

Registration

CRD #2275467 · ARCHVIEW INVESTMENT GROUP LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Scott Jacob is a registered financial advisor based in STAMFORD, Connecticut, affiliated with ARCHVIEW INVESTMENT GROUP LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ARCHVIEW INVESTMENT GROUP LP

AUM

$101M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at ARCHVIEW INVESTMENT GROUP LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2275467

Firm CRD# 154787

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Scott Jacob offer?

Jeffrey Scott Jacob specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.

What are Jeffrey Scott Jacob's credentials?

Jeffrey Scott Jacob is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Scott Jacob located?

Jeffrey Scott Jacob is based in STAMFORD, Connecticut, working with ARCHVIEW INVESTMENT GROUP LP. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Jeffrey Scott Jacob charge for services?

Jeffrey Scott Jacob's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARCHVIEW INVESTMENT GROUP LP?

ARCHVIEW INVESTMENT GROUP LP is a registered investment adviser with the SEC, managing $101M in regulatory assets under management. See their Form ADV for full details.

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