Bruce Ira Jacobs
Professional Summary
Bruce Ira Jacobs is a registered financial advisor currently at JACOBS LEVY EQUITY MANAGEMENT located in Florham Park, New Jersey. Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Bruce has worked at 1 firm and has passed the Series 3 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
JACOBS LEVY EQUITY MANAGEMENT | JACOBS LEVY EQUITY MANAGEMENT INC
Contact Information
Main Address
100 Campus Drive 4th Floor East, Florham Park, NJ 07932-0650Mailing Address
100 Campus Drive P.o. Box 650, Florham Park, NJ 07932-0650Phone Number
(973) 410-9222# of Employees
70SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
148AUM (Assets Under Management)
$28,006,711,148Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
JACOBS LEVY EQUITY MANAGEMENT | JACOBS LEVY EQUITY MANAGEMENT INC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Bruce Ira Jacobs's CRS (Customer Relationship Summary).
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