Lewis David Jacobs

Lewis David Jacobs (CRD# 129197) is a financial advisory firm headquartered in Chestnut Hill, MA. They manage $9,250,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $210,227
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
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.

MA

Financial Advisors at Lewis David Jacobs
Showing 1 - 1 of 1 top financial advisors.
1
Lewis D. Jacobs
CRD#: 844107
783 Boylston Street, Po Box 9197, Chestnut Hill, MA 02467
96
Wealthminder
score

Lewis Jacobs (CRD# 844107) is an Investment Advisor Representative working at Lewis David Jacobs in Chestnut Hill, MA and has over 32 years of experience in the finance industry.

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