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).
Total Assets Under Management49MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$707,246
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.