JJ
James A. Jacobs
TLG ADVISORS
Chesterfield, VA 23832
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CRD#: 256420
JJ
Professional summary
James Allen Jacobs, who also goes by Jimmy Jacobs, is a registered financial advisor currently at TLG ADVISORS, INC. located in Chesterfield, Virginia and THE LEADERS GROUP, INC. located in Chesterfield, Virginia.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1971. James has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jimmy 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.) JJCCB formerly JBS LLC - 01/01/1998 - 10108 Krause Road, Suite 201, Chesterfield, VA 23832 - Owner, Not Invt Rel, Real Estate Partnership, 4 hrs/mo; 4 hrs/mo (during trading hours). 2.) Courthouse Commons Assoc - Thalhirner Center, 1100 West Broad Street, Glen Allen, VA 23060 - President, Operational Advisory Relationship, Not Invt Rel, Advisory Board, 2 hrs/mo; 2 hrs/mo (during trading hours). 3.) Rental Property - 8/1/2012 - 10 Singleton Shores Manor, Hilton Head, SC 29928 - Owner/landlord, Collects rent, Not Invt Rel, Rental House; 4 hrs/mo; 4 hrs/mo (during trading hours). 4.) Forman & Assoc - 3/1/1997 - 301 Concourse Blvd, #306, Glen Allen, VA 23059 - Agent, Disability Sales, Not Invt Rel, Disability Insurance Business, 4 hrs/mo; 4 hrs/mo (during trading hours). 5.) First National Brokerage, Corp - 3/27/2009 - 5311 Patterson Avenue, Richmond, VA 23226 - Agent, Health Insurance Sales, Not Invt Rel, Health Insurance Business, 4 hrs/mo; 4 hrs/mo (during trading hours). 6.) Independent Insurance Agent - 8/31/1987 - 10108 Krause Road, Suite 201, Chesterfield, VA 23832 - Agent of various carriers, Sale of Life, LTC, Disability, Health and Annuity Insurance, Not Invt Rel, Insurance Business, 3 hrs/mo; 3 hrs/mo (during trading hours). 7.) Pinnacle Ins & Investments LLC - 9/10/2018 - 7791 Belfort Pkwy, Jacksonville, FL 32256 - Agent, Sales, Not Invt Rel, Insurance Business, 4 hrs/mo; 4 hrs/mo (during trading hours). 8.) Milestone Financial Solutions - 10108 Krause Road, Suite 201, Chesterfield, VA 23832 - Owner, Inv't Rel, Sales, 160 Hrs/Mo;160 Hrs/Mo (during trading hours). 9.) TLG Advisors, Inc. - Since 09/19/2018 - 26 W Dry Creek Circle, Suite 800 - Littleton, CO 80120 - Investment Related - IAR Business - IAR Rep - Devote Approx: 20 hrs p/mo.
CRS (Client Relationship Summary) - RIA
Click below to view James Allen 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
July 16, 2019 - Present
TLG ADVISORS, INC.
Office #1: 10108 Krause Road Suite 201, Chesterfield, VA 23832RIA
CRD#: 111052
Chesterfield, VA
Current
September 10, 2018 - Present
THE LEADERS GROUP, INC.
Office #1: 10108 Krause Road Suite 201, Chesterfield, VA 23832BD
CRD#: 37157
Chesterfield, VA
Past
August 25, 1992 - September 11, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CHESTERFIELD, VA
Past
October 20, 1980 - September 11, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CHESTERFIELD, VA
Past
January 27, 1971 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
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".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 Approved)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.RR
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
RR
Alabama(9/10/2018)
RR
Arizona(2/12/2021)
RR
Colorado(12/18/2018)
RR
Delaware(5/17/2019)
RR
District of Columbia(9/10/2018)
RR
Florida(9/10/2018)
RR
Georgia(1/31/2019)
RR
Illinois(9/10/2018)
RR
Kentucky(9/10/2018)
RR
Louisiana(3/10/2020)
RR
Maryland(9/10/2018)
RR
Michigan(9/10/2018)
RR
New Jersey(12/24/2018)
RR
North Carolina(10/5/2018)
RR
Ohio(10/2/2018)
RR
Pennsylvania(11/12/2020)
RR
Rhode Island(9/10/2018)
RR
South Carolina(12/7/2018)
RR
Tennessee(9/11/2018)
RR
Texas(4/26/2019)
RR
Virginia(9/10/2018)
IAR
Virginia(7/16/2019)
RR
West Virginia(9/10/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 1/20/1971
Registered Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
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Contact information
Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
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
TLG ADVISORS, INC.
CRD#: 111052Chesterfield, VA 23832TRUST BUT VERIFY
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