Unclaimed Profile

James Jacobson

CAPITAL IDEAS, INC.·DALLAS, Texas

SIE, Series 7, Series 63, Series 66Clean record13 years registeredCAPITAL IDEAS, INC.

12720 HILLCREST RD, DALLAS, TX 75230CRD# 5819962Firm CRD# 114352

Profile Verification

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

Identity

James Jacobson · DALLAS, TX

Registration

CRD #5819962 · CAPITAL IDEAS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

CAPITAL IDEAS

Nov 2023 – present

STRATEGIC PORTFOLIO MANAGERS

Aug 2021 – Dec 2023

NORTHFIELD, IL

J.P. MORGAN SECURITIES LLC

Jul 2018 – Aug 2021

NAPERVILLE, IL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2012 – Aug 2013

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 20, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL IDEAS, INC.

CRD 114352 · SEC 801-66816

AUM

$214M

Regulatory assets under management

Employees

138 client accounts

Services offered by CAPITAL IDEAS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL IDEAS, INC. →

Introduction

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Frequently Asked Questions

What services does James Jacobson offer?

James Jacobson specializes in Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are James Jacobson's credentials?

James Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Jacobson located?

James Jacobson is based in DALLAS, Texas, working with CAPITAL IDEAS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does James Jacobson charge for services?

James Jacobson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL IDEAS, INC.?

CAPITAL IDEAS, INC. has approximately 5 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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