Gregory Jacobs, financial advisor Reno NV

Gregory Jacobs

CRD Number: 4255661
Current Firm: Securities America Advisors, Inc.

Gregory Jacobs (CRD# 4255661) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Reno, NV and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Reno, NV Jan 2009 - Current 12
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Current 12
Hendricks & Associates, Inc. Reno, NV Nov 2000 - Current 20
Qdro Consultants, LLC Reno, NV Feb 2008 - Feb 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Gregory W. Jacobs
Phone Number: 402-399-9111
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    29,025
    MILLIONS
  • Total Number of Accounts
    184,356
    ACCOUNTS
  • Average Account Value
    $157,439
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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