Taylor Jacobs, financial advisor Novi MI
90 score

Taylor Jacobs

CRD Number: 6392451
Current Firm: Richard W. Paul & Associates, LLC

Taylor Jacobs (CRD# 6392451) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gf Investment Services LLC Sarasota, FL May 2016 - Current 1
Midwest Financial Consultants, Inc. Novi, MI Jan 2016 - Current 2
Richard W. Paul & Associates, LLC Novi, MI Nov 2015 - Current 2
First Heartland Consultants, Inc. Bloomingfield Hills, MI Oct 2015 - Oct 2015 < 1
First Heartland Capital, Inc. Bloomfield Hills, MI Aug 2015 - Oct 2015 < 1
Integrated Capital Management Bloomfield Hills, MI Aug 2015 - Oct 2015 < 1
Unemployed Austin, TX Jul 2015 - Aug 2015 < 1
Per Stirling Capital Management Austin, TX Sep 2014 - Aug 2015 < 1
B.b. Graham & Company Orange, CA Mar 2015 - Jul 2015 < 1
Unemployed Austin, TX Jun 2014 - Sep 2014 < 1
Austin Aquarium Austin, TX Dec 2013 - Jun 2014 < 1
Full Time Student College Station, TX Jan 2000 - Dec 2013 13
Texas A&m University College Station, TX Aug 2009 - Aug 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Taylor L. Jacobs
Phone Number: 248-305-9911
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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