John JacobCRD Number: 6657098
Current Firm: Mfs Institutional Advisors Inc.
John Jacob (CRD# 6657098) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 4 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Mfs Fund Distributors, Inc.||Phoenix, AZ||Dec 2018 - Current||3|
|Mfs Institutional Advisors, Inc.||Boston, MA||Dec 2018 - Current||3|
|Financial Engines Advisors LLC||Phoenix, AZ||Oct 2018 - Dec 2018||< 1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Aug 2017 - Sep 2018||1|
|Camargo Country Club||Cincinnati, OH||May 2017 - Jul 2017||< 1|
|Ohio State University||Columbus, OH||Jan 2014 - May 2017||3|
|Ross Sinclaire And Associates||Cincinnati, OH||May 2016 - Aug 2016||< 1|
|Vantiv||Cincinnati, OH||Jul 2015 - Aug 2015||< 1|
|The Christ Hospital||Cincinnati, OH||May 2015 - Jul 2015||< 1|
|Parkops||Columbus, OH||Feb 2015 - Mar 2015||< 1|
|Camargo Country Club||Cincinnati, OH||May 2014 - Aug 2014||< 1|
|Ubs||Cincinnati, OH||May 2014 - Aug 2014||< 1|
|Indiana University||Bloomington, IN||Aug 2013 - Dec 2013||< 1|
|Camargo Country Club||Cincinnati, OH||May 2013 - Aug 2013||< 1|
|St. Xavier High School||Cincinnati, OH||Aug 2009 - Jun 2013||3|
|Mt.lookout Swim And Tennis Club||Cincinnati, OH||May 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management134,340MILLIONS
Total Number of Accounts8,126ACCOUNTS
Average Account Value$16,532,113
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.