Jacobs Equity

Jacobs Equity (CRD# 147725) is a financial advisory firm headquartered in Draper, UT. They manage $21,000,000 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $446,809
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, UT

Financial Advisors at Jacobs Equity
Showing 1 - 2 of 2 top financial advisors.
1
Jeff Jacobs
CRD#: 5560484
South Jordan, UT
93
Wealthminder
score

Jeff Jacobs (CRD# 5560484) is an Investment Advisor Representative working at Jacobs Equity in South Jordan, UT and has over 8 years of experience in the finance industry.

2
Robert Jacobs
CRD#: 5560483
272 East 12200 South, Suite 100, Draper, UT 84020
93
Wealthminder
score

Robert Jacobs (CRD# 5560483) is an Investment Advisor Representative working at Jacobs Equity in Draper, UT and has over 8 years of experience in the finance industry.

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