Paul JacobCRD 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 6 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Chickasaw Capital Management||Memphis, TN||May 2014 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management5,015MILLIONS
Total Number of Accounts1,237ACCOUNTS
Average Account Value$4,053,841
- A percentage of assets under your management
- Performance-based fees
- 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
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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