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Jennifer Ellen Dobbins

SACHS INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky
Series 7, Series 24, Series 63SACHS INVESTMENT GROUP, LLC
1346 S. THIRD STREET, LOUISVILLE, KY 40208CRD# 1078611Firm CRD# 150377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Ellen Dobbins · LOUISVILLE, KY
Registration
CRD #1078611 · SACHS INVESTMENT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SACHS INVESTMENT GROUP, LLC
CRD 150377 · SEC 801-70230
AUM
$65M
Regulatory assets under management
Employees
6
211 client accounts
Services offered by SACHS INVESTMENT GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SACHS INVESTMENT GROUP, LLC →
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Frequently Asked Questions

What services does Jennifer Ellen Dobbins offer?
Jennifer Ellen Dobbins specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Jennifer Ellen Dobbins's credentials?
Jennifer Ellen Dobbins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ellen Dobbins located?
Jennifer Ellen Dobbins is based in LOUISVILLE, Kentucky, working with SACHS INVESTMENT GROUP, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Jennifer Ellen Dobbins charge for services?
Jennifer Ellen Dobbins'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 SACHS INVESTMENT GROUP, LLC?
SACHS INVESTMENT GROUP, LLC has approximately 6 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SACHS INVESTMENT GROUP, LLC

James Edward Buchheit
LOUISVILLE, KY
Morton Hart Sachs
LOUISVILLE, KY

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Nearby cities in Kentucky
LEXINGTON (67)COVINGTON (41)BOWLING GREEN (5)FT. WRIGHT (5)FT. MITCHELL (3)WADDY (3)PROSPECT (3)ELIZABETHTOWN (3)NICHOLASVILLE (2)RICHMOND (2)
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Research
Advisor Fees in KentuckyNational Fee Analysis
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