AdvisorOS Directory
Claim Profile
Unclaimed Profile
JJ

James Allen Jacoby

CROSSMARK GLOBAL INVESTMENTS, INC.·HOUSTON, Texas
SIE, Series 7, Series 63Clean recordCROSSMARK GLOBAL INVESTMENTS, INC.
15375 MEMORIAL DRIVE, HOUSTON, TX 77079CRD# 2157539Firm CRD# 113360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Allen Jacoby · HOUSTON, TX
Registration
CRD #2157539 · CROSSMARK GLOBAL INVESTMENTS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CROSSMARK GLOBAL INVESTMENTS, INC.
CRD 113360 · SEC 801-17695
AUM
$7.0B
Regulatory assets under management
Employees
51
6,198 client accounts
Services offered by CROSSMARK GLOBAL INVESTMENTS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at CROSSMARK GLOBAL INVESTMENTS, INC. →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does James Allen Jacoby offer?
James Allen Jacoby specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are James Allen Jacoby's credentials?
James Allen Jacoby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Allen Jacoby located?
James Allen Jacoby is based in HOUSTON, Texas, working with CROSSMARK GLOBAL INVESTMENTS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does James Allen Jacoby charge for services?
James 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 CROSSMARK GLOBAL INVESTMENTS, INC.?
CROSSMARK GLOBAL INVESTMENTS, INC. has approximately 51 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CROSSMARK GLOBAL INVESTMENTS, INC.

Arthur Garfield Smith
HOUSTON, TX
Edward Leonard Jaroski
HOUSTON, TX
Charles Hastings Sylvester
HOUSTON, TX
Heather Treigle Lindsey
HOUSTON, TX
John Rudolf Wolf
HOUSTON, TX
David Neal Rentfrow
HOUSTON, TX

More Advisors in HOUSTON, Texas

Julia Justice Cauthorn
CHILTON CAPITAL MANAGEMENT LLC·HOUSTON, TX
Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Sviataslau Mastouski
MOST CAPITAL LLC·HOUSTON, TX
John Kenneth Bruno
GFS ADVISORS LLC·HOUSTON, TX
Norman Carl Jr Grant
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
CFP
Robert Claus Arthur Benjamin
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile