Cathy M. Jacobs

VALMARK ADVISERS

AKRON, OH 44333

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CRD#: 2369055

Professional summary

Cathy Marie Jacobs, who also goes by Cathy Jacobs, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and VALMARK SECURITIES, INC. located in Akron, Ohio.

Cathy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Cathy has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cathy 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.

1) HYDRO-LAWN LANDSCAPING & DESIGN, INC.; LANDSCAPE CONSTRUCTION; STARTED 04/20/2001; PRESIDENT/OWNER OF LANDSCAPE BUSINESS; 5 HRS PER MONTH; NO CLIENT INVOLVEMENT; BOOKKEEPING AND FINANCIAL ASPECTS; ANY PROFIT OR LOSS WILL FLOW TO PERSONAL TAXES./// 2) New Beginnings of Akron; 60 Kauffmans Creek, Clinton, Ohio; Charitable purpose of providing mentoring and workforce development programming for middle and high school aged boys living in underserved communities within Akron, Ohio; Treasurer; Maintain all financial records of the Organization. Reviews budgets, financial statements and audits. Provide guidance on the Organization's financial activities; NOT Investment Related; Start Date February 18, 2025; Approximately 21-40 hrs. per month; Compensated by a small percentage from donations.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cathy Marie 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

December 22, 2015 - Present

VALMARK ADVISERS, INC.

Office #1: 130 Springside Drive Suite 300, Akron, OH 44333

RIA

CRD#: 108050

AKRON, OH

Current

January 1, 2016 - Present

VALMARK SECURITIES, INC.

Office #1: 130 Springside Drive Suite 300, Akron, OH 44333

CRD#: 31243

Akron, OH

Past

September 18, 2013 - January 13, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

AKRON, OH

Past

September 18, 2013 - January 13, 2014

LPL FINANCIAL LLC

CRD#: 6413

AKRON, OH

Past

April 30, 2010 - September 18, 2013

FIRSTMERIT ADVISORS, INC.

RIA

CRD#: 125249

AKRON, OH

Past

January 14, 2010 - September 18, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

CRD#: 149680

AKRON, OH

Past

May 6, 2008 - January 22, 2010

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

AKRON, OH

Past

July 1, 2005 - January 14, 2010

INVEST FINANCIAL CORPORATION

CRD#: 12984

AKRON, OH

Past

February 1, 1994 - July 1, 2005

FIRSTMERIT SECURITIES, INC.

CRD#: 35057

AKRON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

California
(1/4/2016)

IAR

Ohio
(12/22/2015)

Ohio
(1/4/2016)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

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.

Contact information

xxxxx@xxxx.xxx

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Cathy M. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cathy Marie Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIRSTMERIT ADVISORS, INC.

FIRSTMERIT FINANCIAL SERVICES, INC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

FIRSTMERIT SECURITIES, INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/1993

SIE

Date: 10/1/2018

Series 7

Date: 11/12/1993

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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