John Jacob, financial advisor Boston MA

John Jacob

CRD 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.

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Company Name Location Dates Years
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
Contact Info for John P. Jacob
Phone Number: 617-954-5000
Firm Website: http://www.mfs.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    134,340
    MILLIONS
  • Total Number of Accounts
    8,126
    ACCOUNTS
  • Average Account Value
    $16,532,113
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
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, WY

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