Unclaimed Profile

Paul Kirsh Jacobson

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 66Clean record25 years registeredCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 1420515Firm CRD# 153075

Profile Verification

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

Identity

Paul Kirsh Jacobson · RESTON, VA

Registration

CRD #1420515 · CAPITAL FIDUCIARY ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

May 2019 – present

CAPITAL FIDUCIARY ADVISORS, LLC

Dec 2015 – Apr 2019

HUNTINGTON, WV

INDEPENDENT INVESTMENT ADVISORS INC.

Jan 2001 – Mar 2016

HUNTINGTON, WV

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FIDUCIARY ADVISORS, LLC

CRD 153075 · SEC 801-72594

AUM

$147M

Regulatory assets under management

Employees

358 client accounts

Services offered by CAPITAL FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL FIDUCIARY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Kirsh Jacobson offer?

Paul Kirsh Jacobson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Paul Kirsh Jacobson's credentials?

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

Where is Paul Kirsh Jacobson located?

Paul Kirsh Jacobson is based in RESTON, Virginia, working with CAPITAL FIDUCIARY ADVISORS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Paul Kirsh Jacobson charge for services?

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

How large is CAPITAL FIDUCIARY ADVISORS, LLC?

CAPITAL FIDUCIARY ADVISORS, LLC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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