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John Jacobs

JACOBS & COMPANY·CHARLESTON, West Virginia
Unclaimed Profile
300 SUMMERS STREET, CHARLESTON, WV 25301CRD# 1886671Firm CRD# 109133
01

About

John Jacobs is a registered financial advisor based in CHARLESTON, West Virginia, affiliated with JACOBS & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JACOBS & COMPANY
JACOBS & COMPANY
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1886671
Firm CRD# 109133
No disclosures on file
View on FINRA BrokerCheck →

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05

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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