Torey D. Jacobs
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.
Torey D Jacobs, CFP®, who also goes by Torey Duane Jacobs, Torey Jacobs, was a registered financial professional .
Torey is a previously registered financial professional and started their career in finance in 1993. Torey had worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 24, 2025 - May 13, 2026
INVESTMENT DISTRIBUTORS, INC.
February 24, 2023 - April 24, 2024
P.J. ROBB VARIABLE, LLC
February 25, 2021 - February 16, 2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
October 16, 2013 - February 4, 2021
COREBRIDGE CAPITAL SERVICES, INC.
May 19, 2011 - September 17, 2013
PRUCO SECURITIES, LLC.
April 13, 2010 - August 5, 2010
MML INVESTORS SERVICES, LLC
August 24, 2001 - August 4, 2009
PRINCIPAL SECURITIES, INC.
September 6, 1994 - July 18, 2001
ROBERT W. BAIRD & CO. INCORPORATED
August 11, 1994 - September 3, 1994
ROBERT W. BAIRD & CO. INCORPORATED
February 10, 1993 - August 12, 1994
DICKINSON & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INVESTMENT DISTRIBUTORS, INC.
CRD#: 35490 / SEC#: , 8-46802
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PROTECTIVE LIFE CORPORATION | PARENT COMPANY | |
| BAGGETT, ALAN S | ASSISTANT FINANCIAL OFFICER | 8088232 |
| CARLSON, MARTHA L | DESIGNATED RESPONSIBLE LICENSED PRODUCER | 2731502 |
| COFFMAN, BENJAMIN PAUL | CHIEF FINANCIAL OFFICER | 6738662 |
| COLLAZO, KIMBERLY | ASSISTANT SECRETARY | 8075061 |
| CREUTZMANN, SCOTT EMIL | DIRECTOR | 5351383 |
| LANE, JAMIE LAURA | DIRECTOR | 5779720 |
| MCCRELESS, KEVIN LUCIUS | CHIEF COMPLIANCE OFFICER | 5180100 |
| MORSCH, LETITIA A | DIRECTOR & ASSISTANT SECRETARY | 5133531 |
| TENNENT, RAYBURN EDWARD | ASSISTANT FINANCIAL OFFICER | 6245099 |
| WAGNER, JAMES CARL JR | PRESIDENT & DIRECTOR | 4261922 |
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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