Lewis David Jacobs
Lewis David Jacobs (CRD# 129197) is a financial advisory firm headquartered in Chestnut Hill, MA. They manage $10,800,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$291,892
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Lewis David Jacobs
No Advisor Found.
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