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||3|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.