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Paul Benjamin Jacobs

PALISADES HUDSON ASSET MANAGEMENT, L.P.·FORT LAUDERDALE, Florida
Clean record18 years registeredPALISADES HUDSON ASSET MANAGEMENT, L.P.
200 SW FIRST AVENUE, FORT LAUDERDALE, FL 33301CRD# 5244873Firm CRD# 109134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Benjamin Jacobs · FORT LAUDERDALE, FL
Registration
CRD #5244873 · PALISADES HUDSON ASSET MANAGEMENT, L.P. · 18 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · December 11, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD 109134 · SEC 801-55677
AUM
$1.5B
Regulatory assets under management
Employees
18
176 client accounts
Services offered by PALISADES HUDSON ASSET MANAGEMENT, L.P.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Paul Benjamin Jacobs offer?
Paul Benjamin Jacobs specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Paul Benjamin Jacobs's credentials?
Paul Benjamin Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Benjamin Jacobs located?
Paul Benjamin Jacobs is based in FORT LAUDERDALE, Florida, working with PALISADES HUDSON ASSET MANAGEMENT, L.P.. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Paul Benjamin Jacobs charge for services?
Paul Benjamin Jacobs's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALISADES HUDSON ASSET MANAGEMENT, L.P.?
PALISADES HUDSON ASSET MANAGEMENT, L.P. has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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