The Jacobs Financial Group

The Jacobs Financial Group (CRD# 139136) is a financial advisory firm headquartered in , . They manage $3,268,324 in 21 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
    21
    ACCOUNTS
  • Average Account Value
    $155,634
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
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 Jacobs, financial advisor The Woodlands TX
Richard C. Jacobs
CRD#: 4401836
The Woodlands, TX

Richard Jacobs (CRD# 4401836) is an Investment Advisor Representative working at The Jacobs Financial Group in The Woodlands, TX and has over 22 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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