Jeffrey Jacobs (CRD# 4486947) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 12 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Salvus Wealth Management, LLC | Jacksonville, FL | Jan 2016 - Current | 8 |
| Jjcpa, LLC | Jacksonville, FL | Oct 2015 - Current | 8 |
| 1st Global Capital Corp | Jacksonville, FL | Sep 2011 - Dec 2015 | 4 |
| 1st Global Advisors Inc. | Jacksonville, FL | Sep 2011 - Dec 2015 | 4 |
| Masters Smith & Wisby Pa | Jacksonville, FL | Jan 2008 - Oct 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- FL
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts713ACCOUNTS
-
Average Account Value$365,378
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, NJ, NY, TX
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