Jerry Jacobs, financial advisor Fort Wayne IN

Jerry Jacobs

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jerry L. Jacobs
Phone Number: 260-637-2857
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    291
    MILLIONS
  • Total Number of Accounts
    2,663
    ACCOUNTS
  • Average Account Value
    $109,122
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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