Unclaimed Profile

Steven Craig Jacobs

SUMMIT FINANCIAL GROUP INC·BOCA RATON, Florida

SIE, Series 7, Series 24, Series 27, Series 63, Series 79, Series 99TOClean recordSUMMIT FINANCIAL GROUP INC

595 S. FEDERAL HIGHWAY, BOCA RATON, FL 33432-5541CRD# 1676431Firm CRD# 109485

Profile Verification

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

Identity

Steven Craig Jacobs · BOCA RATON, FL

Registration

CRD #1676431 · SUMMIT FINANCIAL GROUP INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 79

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL GROUP INC

CRD 109485 · SEC 801-56645

AUM

$4.5B

Regulatory assets under management

Employees

324

18,220 client accounts

Services offered by SUMMIT FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Steven Craig Jacobs offer?

Steven Craig Jacobs specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Steven Craig Jacobs's credentials?

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

Where is Steven Craig Jacobs located?

Steven Craig Jacobs is based in BOCA RATON, Florida, working with SUMMIT FINANCIAL GROUP INC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Steven Craig Jacobs charge for services?

Steven Craig 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 SUMMIT FINANCIAL GROUP INC?

SUMMIT FINANCIAL GROUP INC has approximately 324 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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