Jerry JacobsCRD Number: 256432
Current Firm: Atlas Capital Management Corp
Jerry Jacobs (CRD# 256432) is an Investment Advisor Representative working at Atlas Capital Management Corp in Fort Wayne, IN and has over 36 years of experience in the finance industry. Jerry Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Secure Asset Management, LLC
Raymond James & Associates, Inc.
Lincoln Financial Advisors Corporation
|Cantella & Company, Inc.||Boston, MA||Feb 2003 - Current||19|
|Atlas Capital||Fort Wayne, IN||Jan 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
Total Assets Under Management291MILLIONS
Total Number of Accounts2,663ACCOUNTS
Average Account Value$109,122
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, ME, MI, MN, MT, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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