Jacobs Wealth Management, LLC

Jacobs Wealth Management, LLC (CRD# 318919) is a financial advisory firm headquartered in , . They manage $8,899,648 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/benjamen-jacobs-363195122
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $197,770
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, OH

Financial Advisors at Jacobs Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamen Jacobs, financial advisor Milford OH
Benjamen D. Jacobs
CRD#: 6285250
Milford, OH

Benjamen Jacobs (CRD# 6285250) is an Investment Advisor Representative working at Jacobs Wealth Management, LLC in Milford, OH and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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