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JJ

John V. Jacobs

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CRD#: 1211897
JJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Victor Jacobs, who also goes by John VIctor Jacobs, John Jacobs, was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1996. John had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Victor Jacobs | John Jacobs

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 1, 2018 - September 7, 2018

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

August 26, 2014 - June 2, 2016

OSAIC SERVICES, INC.

BD
CRD#: 133763
MINNETONKA, MN
Past

September 9, 2009 - August 9, 2012

WADDELL & REED

RIA
CRD#: 866
ARDEN HILLS, MN
Past

November 25, 2008 - August 9, 2012

WADDELL & REED

BD
CRD#: 866
ARDEN HILLS, MN
Past

March 14, 2007 - November 28, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

November 18, 1998 - December 31, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
PLYMOUTH, MN
Past

November 18, 1998 - December 31, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
PLYMOUTH, MN
Past

January 11, 1996 - November 25, 1998

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IS
IFS SECURITIES
ALZAID FINANCIAL SERVICES, INC. | INTERNATIONAL FINANCIAL SOLUTIONS, INC. | IFS SECURITIES, INC | IFS SECURITIES | IFS EQUITY | IFS CAPITAL MARKETS | IFS ADVISORY, LLC

CRD#: 40375 / SEC#: , 8-49020

BD
Terminated by SEC on 02/28/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 09/21/1993
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
IFS GROUP, INC.FOREIGN ENTITY/DIRECT OWNER
MCKENZIE, ALEXYS ULANDOCEO/OWNER2642827
SADLER, JOQUINN THOMASCHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER2817763

Disclosures


Regulatory Event3
Arbitration1
Financial1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IFS SECURITIES

CRD#: 40375

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