Unclaimed Profile

J. David Jacobs

AMPERSAND MANAGEMENT LLC·WELLESLEY, Massachusetts

Clean recordAMPERSAND MANAGEMENT LLC

55 WILLIAM STREET, WELLESLEY, MA 02841CRD# 6027813Firm CRD# 161522

Profile Verification

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

Identity

J. David Jacobs · WELLESLEY, MA

Registration

CRD #6027813 · AMPERSAND MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

J. David Jacobs is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with AMPERSAND MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AMPERSAND MANAGEMENT LLC

AMPERSAND CAPITAL PARTNERS

AUM

$2.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMPERSAND MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 6027813

Firm CRD# 161522

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does J. David Jacobs offer?

J. David Jacobs specializes in Retirement Planning. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are J. David Jacobs's credentials?

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

Where is J. David Jacobs located?

J. David Jacobs is based in WELLESLEY, Massachusetts, working with AMPERSAND MANAGEMENT LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does J. David Jacobs charge for services?

J. David Jacobs's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMPERSAND MANAGEMENT LLC?

AMPERSAND MANAGEMENT LLC has approximately 32 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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