Unclaimed Profile

Barbara Jacobus Wells

JACOBUS WEALTH MANAGEMENT INC·MILWAUKEE, Wisconsin

Series 65Clean record29 years registeredJACOBUS WEALTH MANAGEMENT INC

2323 N.MAYFAIR ROAD,SUITE 240, MILWAUKEE, WI 53226-1506CRD# 2861162Firm CRD# 106777

Profile Verification

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

Identity

Barbara Jacobus Wells · MILWAUKEE, WI

Registration

CRD #2861162 · JACOBUS WEALTH MANAGEMENT INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JACOBUS WEALTH MANAGEMENT INC

JACOBUS WEALTH MANAGEMENT INC

Feb 1997 – Nov 2017

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 25, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACOBUS WEALTH MANAGEMENT INC

CRD 106777 · SEC 801-51444

AUM

$791M

Regulatory assets under management

Employees

1,104 client accounts

Services offered by JACOBUS WEALTH MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACOBUS WEALTH MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Barbara Jacobus Wells offer?

Barbara Jacobus Wells specializes in Financial Planning, Investment Management, Wealth Management.

What are Barbara Jacobus Wells's credentials?

Barbara Jacobus Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Jacobus Wells located?

Barbara Jacobus Wells is based in MILWAUKEE, Wisconsin, last registered with JACOBUS WEALTH MANAGEMENT INC.

How does Barbara Jacobus Wells charge for services?

Barbara Jacobus Wells'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 JACOBUS WEALTH MANAGEMENT INC?

JACOBUS WEALTH MANAGEMENT INC has approximately 14 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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