Jacobs Investment Management, LLC

Jacobs Investment Management, LLC (CRD# 141247) is a financial advisory firm headquartered in Nashville, TN. They manage $48,800,000 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $707,246
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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.

LA, TN

Financial Advisors at Jacobs Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William E. Jacobs
CRD#: 2070775
401 Church St, Ste 2500, Nashville, TN 37219
96
Wealthminder
score

William Jacobs (CRD# 2070775) is an Investment Advisor Representative working at Jacobs Investment Management, LLC in Nashville, TN and has over 26 years of experience in the finance industry. William Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.