JJ
John M. Jacobs
JACOBS & COMPANY
Charleston, WV 25301
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CRD#: 1886671
JJ
Professional summary
John Michael Jacobs, who also goes by John Jacobs, is a registered financial advisor currently at JACOBS & COMPANY located in Charleston, West Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 1 firm and has passed the Series 63 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
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.
JACOBS FINANCIAL GROUP, INC. (JFG) SEC REGULATED PARENT OF JACOBS & COMPANY (J&C), TRIANGLE SURETY AGENCY (TSA)AND FIRST SURETY COMPANY (FSC). ALL LOCATED 300 SUMMERS STREET, SUITE 970, CHARLESTON, WV 25301. MR. JACOBS IS THE FOUNDER OF J&C, A CERTIFIED PUBLIC ACCOUNTANT, AND IS LICENSED AS A PROPERTY AND CASUALTY INSURANCE AGENT IN FIFTEEN (15) STATES THROUGH TSA. MR. JACOBS HAS SERVED AS A DIRECTOR AND PRESIDENT OF JFG, J&C. AND TSA, SINCE THEIR
INCEPTION. PRIOR TO ESTABLISHING J&C, MR. JACOBS WAS A PRACTICING PUBLIC ACCOUNTANT FOR OVER THIRTEEN YEARS. MR. JACOBS HAS SERVED AS A DIRECTOR AND PRESIDENT OF JFG SINCE MAY 2001 AND HAS BEEN A DIRECTOR OF FSC SINCE JANUARY 2006. MR. JACOBS DEVOTES 30 HOURS PER WEEK TO J&C AND 30 HOURS PER WEEK TO JFG, TSA AND FSC.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Jacobs's 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®
NoneExperience
Current
March 6, 2017 - Present
JACOBS & COMPANY
Office #1: 179 Summers Street Suite 307, Charleston, WV 25301RIA
CRD#: 109133
Charleston, WV
Past
May 30, 2012 - December 31, 2015
JACOBS & COMPANY
RIA
CRD#: 109133
CHARLESTON, WV
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(3/6/2017)
IAR
Texas(5/8/2017)
IAR
West Virginia(8/22/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 9/28/1988
Non-Member General Securities ExaminationCurrent Firm
J&
JACOBS & COMPANY
JACOBS & COMPANY
CRD#: 109133 / SEC#: 801-55883
RIA
Registered Investment Advisory firm - (9/19/2012 Terminated)Maryland
Registered Investment Advisory firm - (3/2/2018 Terminated)Ohio
Registered Investment Advisory firm - (3/6/2017 Approved)Texas
Registered Investment Advisory firm - (5/8/2017 Conditional Restricted)West Virginia
Registered Investment Advisory firm - (8/22/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
179 Summers Street Suite 307, Charleston, WV 25301
Mailing Address
Phone number
(304) 342-3535
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 29,215,999 |
Red Flags
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Company Information
JACOBS & COMPANY
CRD#: 109133Charleston, WV 25301TRUST BUT VERIFY
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