Jacobs & Company

Jacobs & Company (CRD# 109133) is a financial advisory firm headquartered in Charleston, WV. They manage $52,479,551 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,749,318
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Jacobs & Company
Showing 1 - 1 of 1 top financial advisors.
1
John M. Jacobs
CRD#: 1886671
179 Summers Street, Suite 307, Charleston, WV 25301
93
Wealthminder
score

John Jacobs (CRD# 1886671) is an Investment Advisor Representative working at Jacobs & Company in Charleston, WV and has over 24 years of experience in the finance industry.

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