Jerry A. Jacobs
Professional summary
Jerry Adam Jacobs is a registered financial professional currently at TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.
Jerry is registered as a RR (Registered Representative) and started their career in finance in 1981. Jerry has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 79TO and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jerry Adam Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2026 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601July 17, 2020 - March 23, 2021
SECURITIES AMERICA ADVISORS, INC.
July 17, 2020 - March 23, 2021
SECURITIES AMERICA, INC.
February 21, 2020 - July 17, 2020
INVESTACORP ADVISORY SERVICES INC
August 19, 1998 - July 17, 2020
INVESTACORP, INC.
July 27, 1998 - August 18, 1998
INVESTACORP, INC.
January 6, 1997 - September 18, 1998
R.K. GRACE & COMPANY
May 19, 1986 - December 31, 1996
INVESTACORP, INC.
August 9, 1983 - June 2, 1986
KIDDER, PEABODY & CO. INCORPORATED
August 21, 1981 - August 29, 1983
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2026)
Exams
Series 7TO
Date: 2/25/2026
General Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
TRUSTMONT FINANCIAL GROUP, INC.
CRD#: 18312 / SEC#: , 8-36439
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DOCHINEZ, LACEY M | OWNER | 5809867 |
| DOCHINEZ, PETER DANIEL | OWNER | 6314091 |
| ABBOTT DECAROLIS, LAURA JEAN | OWNER/REGISTERED REPRESENTATIVE | 1523919 |
| DOCHINEZ, CLAUDIA ANN | OWNER | |
| DOCHINEZ, PETER DANIEL | OWNER | 1062112 |
| GIONTA, PAUL V | OWNER | |
| HEBERT, GEORGE PHILLIP | OWNER | 2309032 |
| HLADEK, ANTHONY CHARLES | PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATION OFFICER | 2700432 |
| PETRUCCI, MARY LOUISE | OWNER/REGISTERED REPRESENTATIVE | 2980671 |
| AULT, JAMES DANIEL | OWNER | 1439447 |
| BARZAK, DONALD JOHN | OWNER | 1856590 |
| HIXENBAUGH, MARY LYNNE | CHIEF COMPLIANCE OFFICER | 5623080 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
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