Timothy Jacobs, financial advisor San Antonio TX

Timothy Jacobs

CRD Number: 6628307
Current Firm: Sanctuary Advisors, LLC

Timothy Jacobs (CRD# 6628307) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in San Antonio, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank, Na San Antonio, TX Nov 2018 - Current 2
Jp Morgan Securities LLC San Antonio, TX Nov 2018 - Current 2
Jpmorgan Securities San Antonio, TX Jan 2017 - Nov 2018 1
New Horizons Computer Learning Center San Antonio, TX Aug 2016 - Dec 2016 < 1
Champion Group, Inc. San Antonio, TX Mar 2016 - Aug 2016 < 1
Trading Solutions Inc. San Antonio, TX Jun 2013 - Feb 2016 2
Main St Checks San Antonio, TX Dec 2012 - Jun 2013 < 1
Rite Hite San Antonio, TX Jan 2012 - Nov 2012 < 1
Jwk Capital San Antonio, TX Jul 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Timothy S. Jacobs
Phone Number: 317-975-7729
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,569
    MILLIONS
  • Total Number of Accounts
    14,582
    ACCOUNTS
  • Average Account Value
    $450,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • 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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