Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Lewis David Jacobs
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.