Michael S. Jacobs

STONEX FINANCIAL

BOCA RATON, FL 33431

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CRD#: 1818665

Professional summary

Michael Scott Jacobs is a registered financial professional currently at STONEX FINANCIAL INC. located in Boca Raton, Florida.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 14 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 27 and Series 24 exams.

Aliases

None

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) - BD

Click below to view Michael Scott Jacobs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

September 1, 2026 - Present

STONEX FINANCIAL INC.

Office #1: 2600 North Military Trail Suite 100, Boca Raton, FL 33431Office #2: 150 E 58th Street 17th Floor, New York, NY 10155

CRD#: 45993

BOCA RATON, FL

Past

October 10, 2017 - September 1, 2026

THE BENCHMARK COMPANY, LLC

CRD#: 22982

NEW YORK, NY

Past

November 14, 2013 - October 10, 2017

AXIOM CAPITAL MANAGEMENT, INC.

CRD#: 26580

NEW YORK, NY

Past

January 16, 2013 - October 25, 2013

BURNHAM SECURITIES INC.

CRD#: 22549

BOCA RATON, FL

Past

April 15, 2011 - January 17, 2013

MEDITERRANEAN SECURITIES GROUP, LLC

CRD#: 153755

BOCA RATON, FL

Past

August 5, 2009 - April 27, 2011

FORGE FINANCIAL GROUP, INC.

CRD#: 100020

BOCA RATON, FL

Past

March 3, 2008 - June 25, 2008

DAWSON JAMES SECURITIES, INC.

CRD#: 130645

BOCA RATON, FL

Past

May 10, 2001 - July 6, 2001

DALTON KENT SECURITIES GROUP, INC.

CRD#: 38813

NEW YORK, NY

Past

March 23, 2000 - August 6, 2001

CERIDIAN BROKER DEALER, INC.

CRD#: 47901

ST PETERSBURG, FL

Past

October 18, 1996 - February 29, 2008

CAPITAL GROWTH FINANCIAL, LLC

CRD#: 41040

BOCA RATON, FL

Past

April 5, 1995 - July 2, 1998

EMERSON BENNETT & ASSOCIATES

CRD#: 36171

FT. LAUDERDALE, FL

Past

June 25, 1993 - March 15, 1995

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

September 27, 1990 - June 7, 1993

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

April 19, 1988 - September 25, 1990

LADENBURG THALMANN & CO. INC.

CRD#: 505

NEW YORK, NY

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(9/1/2026)

Exams

What does exam status mean?

State Security Law Exam

Series 66

Status Unavailable

Passed: 8/10/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 6/2/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Status Unavailable

Passed: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Status Unavailable

Passed: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 4/16/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Status Unavailable

Passed: 1/23/1998

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 10/11/1996

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

STONEX FINANCIAL INC.

CRD#: 45993 / SEC#: , 8-51269

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Mailing Address

329 Park Avenue North Suite 350, Winter Park, FL 32789

Phone number

(407) 741-5300

Established

Florida since 05/29/1998

Firm type

Corporation

Fiscal year end

September

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
STONEX GROUP INC.	OWNER
DAVISON, STUART ANDREW	DIRECTOR; CHIEF OPERATING OFFICER	7824576
DICIOLLO, ANTHONY JOSEPH	DIRECTOR, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD	4976402
DUNAWAY, WILLIAM JOHN	DIRECTOR, CHIEF FINANCIAL OFFICER	6505923
LYON, CHARLES MARTIN	DIRECTOR, PRESIDENT	4000852
MAURER, MARK L	DIRECTOR, CHIEF RISK OFFICER	4234406
PORZIO, JOSEPH JOHN	FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	1319702
SHEA, KEVIN	SECRETARY	8263627
SMITH, PHILIP ANDREW	DIRECTOR	4999097
SZEKELY, GIGI KLARA	CHIEF COMPLIANCE OFFICER - BD DIVISION	2530826

Disclosures

Regulatory Event

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.

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Firm Stability Insights

Michael S. Jacobs

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Scott Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BENCHMARK COMPANY, LLC

AXIOM CAPITAL MANAGEMENT, INC.

BURNHAM SECURITIES INC.

MEDITERRANEAN SECURITIES GROUP, LLC

FORGE FINANCIAL GROUP, INC.

DAWSON JAMES SECURITIES, INC.

DALTON KENT SECURITIES GROUP, INC.

CERIDIAN BROKER DEALER, INC.

CAPITAL GROWTH FINANCIAL, LLC

EMERSON BENNETT & ASSOCIATES

JOSEPHTHAL & CO., INC.

GRUNTAL & CO., L.L.C.

LADENBURG THALMANN & CO. INC.

State Registrations and Notice Filings

Exams

Series 66

Passed: 8/10/2010

Series 63

Passed: 6/2/1988

Series 99TO

Passed: 1/2/2023

Series 79TO

Passed: 1/2/2023

SIE

Passed: 10/1/2018

Series 7

Passed: 4/16/1988

Series 27

Passed: 1/23/1998

Series 24

Passed: 10/11/1996

FINRA

Nasdaq Stock Market

Current Firm

STONEX FINANCIAL INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

STONEX FINANCIAL INC.

TRUST BUT VERIFY

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