Jerry L. Jacobs
Professional summary
Jerry Lee Jacobs, CFP® is a registered financial advisor currently at ATLAS CAPITAL MANAGEMENT CORP located in Fort Wayne, Indiana.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Jerry has worked at 7 firms and has passed the Series 65, Series 63, Series 5, PC, Series 1 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Lee Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1982
Experience
January 14, 1999 - Present
ATLAS CAPITAL MANAGEMENT CORP
Office #1: 11130 Coldwater Road Suite 104, Fort Wayne, IN 46845January 6, 2004 - August 8, 2012
CANTELLA & CO., INC.
February 4, 2003 - August 8, 2012
CANTELLA & CO., INC.
January 4, 1999 - February 5, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 1, 1994 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
January 31, 1980 - August 4, 1994
UBS FINANCIAL SERVICES INC.
May 18, 1977 - January 31, 1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
September 13, 1971 - June 17, 1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
Primary Firm SEC Registration
ATLAS CAPITAL MANAGEMENT CORP
CRD#: 106107 / SEC#: 801-47277
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/1999)
Exams
Series 5
Date: 10/22/1981
Interest Rate Options ExaminationPC
Date: 9/2/1977
AMEX Put and Call ExamSeries 1
Date: 9/8/1971
Registered Representative ExaminationSeries 8
Date: 8/26/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
ATLAS CAPITAL MANAGEMENT CORP
CRD#: 106107 / SEC#: 801-47277
Contact information
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,261 |
| AUM (Assets Under Management) | $ 562,632,463 |
Red Flags
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