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Jerry Lee Jacobs

ATLAS CAPITAL MANAGEMENT CORP·FT WAYNE, Indiana
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11130 COLDWATER ROAD, FT WAYNE, IN 46845-1270CRD# 256432Firm CRD# 106107
01

About

Jerry Lee Jacobs is a registered financial advisor based in FT WAYNE, Indiana, affiliated with ATLAS CAPITAL MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ATLAS CAPITAL MANAGEMENT CORP
ATLAS CAPITAL MANAGEMENT CORP
AUM
$461M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ATLAS CAPITAL MANAGEMENT CORP →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 256432
Firm CRD# 106107
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Lee Jacobs offer?
Jerry Lee Jacobs specializes in Investment Management. Contact their office in FT WAYNE, Indiana for a consultation.
What are Jerry Lee Jacobs's credentials?
Jerry Lee Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Lee Jacobs located?
Jerry Lee Jacobs is based in FT WAYNE, Indiana, working with ATLAS CAPITAL MANAGEMENT CORP. Their office serves clients in the FT WAYNE metropolitan area and surrounding communities.
How does Jerry Lee Jacobs charge for services?
Jerry Lee Jacobs's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLAS CAPITAL MANAGEMENT CORP?
ATLAS CAPITAL MANAGEMENT CORP has approximately 9 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
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INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
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