Unclaimed Profile

David Allen Jacoby

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC·INDIANAPOLIS, Indiana

Clean recordGLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

10 WEST MARKET STREET, INDIANAPOLIS, IN 46204CRD# 7384889Firm CRD# 167429

Profile Verification

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

Identity

David Allen Jacoby · INDIANAPOLIS, IN

Registration

CRD #7384889 · GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Allen Jacoby is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

AUM

$2.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7384889

Firm CRD# 167429

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Allen Jacoby offer?

David Allen Jacoby specializes in Investment Management, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are David Allen Jacoby's credentials?

David Allen Jacoby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Allen Jacoby located?

David Allen Jacoby is based in INDIANAPOLIS, Indiana, working with GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does David Allen Jacoby charge for services?

David Allen Jacoby's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC?

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC has approximately 15 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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