Jerry Lee Jacobs
CFP®Professional Summary
Jerry Lee Jacobs, CFP® is a registered financial advisor currently at ATLAS CAPITAL MANAGEMENT CORP located in Ft 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
55 years in the financial services industry
Current & Past Employments
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Current Firm
ATLAS CAPITAL MANAGEMENT CORP
Contact Information
Main Address
11130 Coldwater Road Suite 104, Ft Wayne, IN 46845-1270Phone Number
(260) 637-2857# of Employees
9SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
4,143AUM (Assets Under Management)
$869,789,917Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ATLAS CAPITAL MANAGEMENT CORP
State Registrations and Notice Filings
(1/14/1999)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 5 — Interest Rate Options Examination
Passed Oct 1981PC — AMEX Put and Call Exam
Passed Sep 1977Series 1 — Registered Representative Examination
Passed Sep 1971Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Aug 1997Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jerry Lee Jacobs's CRS (Customer Relationship Summary).
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