Unclaimed Profile

John Jacobs

JACOBS & COMPANY·CHARLESTON, West Virginia

Series 2, Series 6314 years registeredJACOBS & COMPANY

300 SUMMERS STREET, CHARLESTON, WV 25301CRD# 1886671Firm CRD# 109133

Profile Verification

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

Identity

John Jacobs · CHARLESTON, WV

Registration

CRD #1886671 · JACOBS & COMPANY · 14 years registered

Brand Profile

Not yet started

Career History

JACOBS & COMPANY

Mar 2017 – present

JACOBS & COMPANY

May 2012 – Dec 2015

CHARLESTON, WV

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Registration record

First registered · May 30, 2012

Years registered · 14

Disclosure History

2014Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JACOBS & COMPANY

CRD 109133 · SEC 801-55883

AUM

$29M

Regulatory assets under management

Employees

48 client accounts

Services offered by JACOBS & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACOBS & COMPANY →

Introduction

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Frequently Asked Questions

What services does John Jacobs offer?

John Jacobs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, West Virginia for a consultation.

What are John Jacobs's credentials?

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

Where is John Jacobs located?

John Jacobs is based in CHARLESTON, West Virginia, working with JACOBS & COMPANY. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does John Jacobs charge for services?

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

How large is JACOBS & COMPANY?

JACOBS & COMPANY has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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