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Jennifer Ellen Dobbins

SACHS INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky
SACHS 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
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jennifer Ellen Dobbins is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with SACHS INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SACHS INVESTMENT GROUP, LLC
SACHS INVESTMENT GROUP
AUM
$65M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SACHS INVESTMENT GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1078611
Firm CRD# 150377
View on FINRA BrokerCheck →

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05

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

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

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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
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Research
Advisor Fees in KentuckyNational Fee Analysis
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