The Jacobs Financial Group

The Jacobs Financial Group (CRD# 139136) is a financial advisory firm headquartered in , . They manage $2,861,658 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $105,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

TX

Financial Advisors at The Jacobs Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Richard C. Jacobs
CRD#: 4401836
Matthews, NC
93
Wealthminder
score

Richard Jacobs (CRD# 4401836) is an Investment Advisor Representative working at The Jacobs Financial Group in Matthews, NC and has over 15 years of experience in the finance industry.

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