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Jerry Lee Jacobs

ATLAS CAPITAL MANAGEMENT CORP·FT WAYNE, Indiana
Series 1, Series 5, Series 8, Series 63, Series 65Clean record27 years registeredATLAS CAPITAL MANAGEMENT CORP
11130 COLDWATER ROAD, FT WAYNE, IN 46845-1270CRD# 256432Firm CRD# 106107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Lee Jacobs · FT WAYNE, IN
Registration
CRD #256432 · ATLAS CAPITAL MANAGEMENT CORP · 27 years registered
Brand Profile
Not yet started
01

Career History

ATLAS CAPITAL MANAGEMENT CORP
Jan 1999 – present
CANTELLA & CO., INC.
Jan 2004 – Aug 2012
FORT WAYNE, IN
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 5
Series 8
Series 63
Series 65
Registration record
First registered · January 14, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
ATLAS CAPITAL MANAGEMENT CORP
CRD 106107 · SEC 801-47277
AUM
$461M
Regulatory assets under management
Employees
9
2,720 client accounts
Services offered by ATLAS CAPITAL MANAGEMENT CORP
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ATLAS CAPITAL MANAGEMENT CORP →
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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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
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Research
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