Paul Jacob, financial advisor Memphis TN
90 score

Paul Jacob

CRD Number: 5963846
Current Firm: Chickasaw Capital Management, LLC

Paul Jacob (CRD# 5963846) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Chickasaw Capital Management Memphis, TN May 2014 - Current 2
Credit Suisse Securities (usa) LLC Houston, TX Jul 2013 - Apr 2014 < 1
Raymond James & Associates Houston, TX Jul 2011 - Jul 2013 2
William & Mary College Williamsburg, VA Aug 2009 - May 2011 1
Parsons Brinckerhoff Denver, CO Mar 2009 - Jul 2009 < 1
David Evans & Associates Denver, CO Jul 2007 - Mar 2009 1
Chavagnes Int'l Coll Chavagnes-en Pallers, Aug 2006 - Jul 2007 < 1
David Evans & Associates Denver, CO Sep 2002 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Paul R. Jacob
Phone Number: 901-537-1866
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    3,114
    MILLIONS
  • Total Number of Accounts
    875
    ACCOUNTS
  • Average Account Value
    $3,558,830
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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