Michael Jacobs, financial advisor Beachwood OH
89 score

Michael Jacobs

CRD Number: 6188883
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Jacobs (CRD# 6188883) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beachwood, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2013 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA May 2013 - Current 3
Boston Scientific Maple Grove, MN May 1990 - Mar 2013 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Michael P. Jacobs
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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