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RJ

Ronald H. Jacobe

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CRD#: 2270229
RJ

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.

Ronald Howard Jacobe JR, who also goes by Jr Ronald Howard Jacobe, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1992. Ronald had worked at 2 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jr Ronald Howard Jacobe

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.
Since September 2013, I have been President of Seis Holdings LLC, a private investment holding company. The office address is 510 Bering Drive, Suite 220, Houston, TX 77057. I spend approximately 80 hours/month in that position.

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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

April 1, 2003 - April 18, 2025

JACOBE INVESTMENTS

RIA
CRD#: 125213
HOUSTON, TX
Past

September 10, 1992 - January 14, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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


General Industry/Product Exam
RR
Series 7
Date: 9/9/1992
General Securities Representative Examination

Current Firm


JI
JACOBE INVESTMENTS
JACOBE INVESTMENTS | JACOBE INVESTMENTS LLC

CRD#: 125213 / SEC#:

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Contact information


Main Address
510 Bering Drive Suite 220, Houston, TX 77057
Mailing Address
Phone number
(713) 975-7400
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 12,093,900

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


JACOBE INVESTMENTS

CRD#: 125213

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