Benjamen Jacobs (CRD# 6285250) is an Investment Advisor Representative working at Jacobs Wealth Management, LLC in Milford, OH and has over 10 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jacobs Wealth Management, LLC | Milford, OH | Jan 2022 - Current | 2 |
| Waterstone Investment Counsel, LLC | Cincinnati, OH | May 2016 - Mar 2022 | 5 |
| Edward Jones | Milford, OH | Jan 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
- OH
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Total Assets Under Management9MILLIONS
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Total Number of Accounts45ACCOUNTS
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Average Account Value$197,770
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
KY, OH
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