SJ
Sheila A. Jacobs
&PARTNERS
Atlanta, GA 30361
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CRD#: 2632335
SJ
Sheila Adair Jacobs&PARTNERS
Professional summary
Sheila Adair Jacobs, CFP® is a registered financial advisor currently at &PARTNERS located in Atlanta, Georgia.
Sheila is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Sheila has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.
Aliases
None
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.
THREE CHILDREN'S' BOOKS "JAKE SAVES THE DAY", "JAKE EARNS A TREAT", AND "JAKE'S BIG BANG" AVAILABLE ON AMAZON.COM., NOT INV RELATEDE, SUBJECTS ARE SAVING AND SHARING. THE FIRST BOOK WAS PUBLISHED 2/8/2011, THE SECOND2/9/2011 AND THE THIRD, 4/20/2012. COMPENSATED WITH AUTHOR ROYALTIES,0 HOURS. RENTAL PROPERTY; INVESTMENT; RIEGELWOOD, NC; 100% OWNERSHIP WITH SPOUSE; START DATE 01/2007; 0 HOURS PER MONTH; NO DUTIES. TEACHING, NOT INVT RELATED, DULUTH, GA. FUNDAMEMTALS OF PERSONAL FINANCE, INSTRUCTOR, START DATE 01/01/2024, 4 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING FUNDAMENTALS OF PERSONAL FINANCE. BOOK: FIRSTS; NOT INV. RELATED; DULUTH,GA; AUTHOR; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; TELLING STORIES OF PEOPLE WHO ARE THE FIRST IN THEIR ROLE. SHEILA JACOBS-SOLE PROPRIETOR ; INV RELATED;DULUTH ,GA; 100% OWNERSHIP; START DATE: 07/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
CRS (Client Relationship Summary) - RIA
Click below to view Sheila Adair Jacobs's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Sheila Adair 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®
Experience
Current
September 3, 2026 - Present
&PARTNERS
Office #1: 1175 Peachtree St Ne Suite 1000, Atlanta, GA 30361RIA
BD
CRD#: 3767
Atlanta, GA
Current
September 3, 2026 - Present
&PARTNERS
Office #1: 1175 Peachtree St Ne Suite 1000, Atlanta, GA 30361RIA
BD
CRD#: 3767
Atlanta, GA
Past
December 9, 2013 - September 8, 2026
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ALPHARETTA, GA
Past
December 7, 2013 - September 8, 2026
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ALPHARETTA, GA
Past
December 20, 2010 - April 9, 2012
GITTERMAN WEALTH MANAGEMENT, LLC
RIA
CRD#: 153062
ISELIN, NJ
Past
August 10, 2010 - April 10, 2012
TRIAD ADVISORS LLC
BD
CRD#: 25803
LAHASKA, PA
Past
July 8, 2010 - August 16, 2010
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NEWTOWN, PA
Past
January 1, 2008 - November 10, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHESTER, NJ
Past
January 1, 2008 - November 10, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHESTER, NJ
Past
June 4, 2007 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
CHESTER, NJ
Past
June 4, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
CHESTER, NJ
Past
February 2, 2004 - June 6, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
HARTSVILLE, PA
Past
January 14, 2004 - June 6, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
HARTSVILLE, PA
Past
March 14, 1997 - January 14, 2004
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
October 24, 1996 - March 25, 1997
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
Past
August 14, 1995 - October 15, 1996
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
&PARTNERS
&PARTNERS | ZINN WEALTH MANAGEMENT | ZAMBROSKI-POLSON WEALTH ADVISORS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WEST FINANCIAL GROUP | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TUCKAWAY CAPITAL &PARTNERS | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THOMPSON WEALTH MANAGEMENT | THIRD COAST WEALTH PLANNING | THE NORTHSHORE GROUP | THE KERRIGAN GROUP | THE JORDANICH GROUP | THE JOHNSON-STRNADEL GROUP | THE DONOHUE GROUP | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | TEAGLE WEALTH | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SJ MARTIN WEALTH MANAGEMENT | SHICK WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PARSONS FINANCIAL | PARADYM WEALTH MANAGEMENT | PALMETTO FINANCIAL ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NORTH LAKE WEALTH ADVISORS | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN WEALTH MANAGEMENT | MARTIN WRIGHT GROUP | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | MANNEN FINANCIAL GROUP | M.T. WALDRON ADVISORS | M. BENNETT FINANCIAL GROUP | LUMITAS WEALTH STRATEGIES | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LIGHTFOOT FINANCIAL GROUP | LANG INVESTMENT GROUP | KLEINSCHUSTER WEALTH MANAGEMENT | JW WEALTH MANAGEMENT | JOHNSTON WEALTH MANAGEMENT | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HEARTWOOD FINANCIAL GROUP | HARVEST POINT WEALTH ADVISORS | HAMPTON LANHAM GROUP | GUIDENT WEALTH MANAGEMENT | GOLD KEY PRIVATE WEALTH | GERARDI WEALTH MANAGEMENT | GELLER PRIVATE WEALTH | FOUR CORNERS WEALTH | FORGE POINT ADVISORS | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DRH WEALTH MANAGEMENT | DELUCA FINANCIAL STRATEGIES | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | CRAIGER WEALTH MANAGEMENT | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | COMPTON WEALTH | CIRCLEPOINT FINANCIAL | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CAPONE &PARTNERS | CANYON RIVER WEALTH PLANNING | BROADCLOTH WEALTH | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARROWOOD CAPITAL | ARROWHEAD PRIVATE WEALTH | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | ALETHEIA CAPITAL GROUP | ALDERSTONE WEALTH MANAGEMENT | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 26EAST PRIVATE WEALTH | 1854 CAPITAL MANAGEMENT | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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(9/3/2026)
RR
Arizona(9/3/2026)
RR
California(9/3/2026)
RR
Colorado(9/3/2026)
RR
District of Columbia(9/3/2026)
RR
Florida(9/3/2026)
RR
Georgia(9/3/2026)
IAR
Georgia(9/4/2026)
RR
Illinois(9/3/2026)
RR
Indiana(9/3/2026)
RR
Louisiana(9/3/2026)
RR
Maryland(9/3/2026)
RR
Massachusetts(9/3/2026)
RR
Minnesota(9/3/2026)
RR
Nevada(9/3/2026)
RR
New Jersey(9/3/2026)
IAR
New Jersey(9/4/2026)
RR
New Mexico(9/3/2026)
RR
New York(9/3/2026)
RR
North Carolina(9/3/2026)
IAR
North Carolina(9/3/2026)
RR
Ohio(9/3/2026)
RR
Oklahoma(9/3/2026)
RR
Oregon(9/3/2026)
RR
Pennsylvania(9/3/2026)
RR
Texas(9/3/2026)
IAR
Texas(9/3/2026)
RR
Utah(9/3/2026)
RR
Washington(9/3/2026)
RR
Wisconsin(9/3/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 8/11/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Passed: 6/20/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Passed: 6/20/2000
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
Current Firm
&PARTNERS
&PARTNERS | ZINN WEALTH MANAGEMENT | ZAMBROSKI-POLSON WEALTH ADVISORS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WEST FINANCIAL GROUP | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TUCKAWAY CAPITAL &PARTNERS | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THOMPSON WEALTH MANAGEMENT | THIRD COAST WEALTH PLANNING | THE NORTHSHORE GROUP | THE KERRIGAN GROUP | THE JORDANICH GROUP | THE JOHNSON-STRNADEL GROUP | THE DONOHUE GROUP | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | TEAGLE WEALTH | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SJ MARTIN WEALTH MANAGEMENT | SHICK WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PARSONS FINANCIAL | PARADYM WEALTH MANAGEMENT | PALMETTO FINANCIAL ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NORTH LAKE WEALTH ADVISORS | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN WEALTH MANAGEMENT | MARTIN WRIGHT GROUP | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | MANNEN FINANCIAL GROUP | M.T. WALDRON ADVISORS | M. BENNETT FINANCIAL GROUP | LUMITAS WEALTH STRATEGIES | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LIGHTFOOT FINANCIAL GROUP | LANG INVESTMENT GROUP | KLEINSCHUSTER WEALTH MANAGEMENT | JW WEALTH MANAGEMENT | JOHNSTON WEALTH MANAGEMENT | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HEARTWOOD FINANCIAL GROUP | HARVEST POINT WEALTH ADVISORS | HAMPTON LANHAM GROUP | GUIDENT WEALTH MANAGEMENT | GOLD KEY PRIVATE WEALTH | GERARDI WEALTH MANAGEMENT | GELLER PRIVATE WEALTH | FOUR CORNERS WEALTH | FORGE POINT ADVISORS | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DRH WEALTH MANAGEMENT | DELUCA FINANCIAL STRATEGIES | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | CRAIGER WEALTH MANAGEMENT | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | COMPTON WEALTH | CIRCLEPOINT FINANCIAL | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CAPONE &PARTNERS | CANYON RIVER WEALTH PLANNING | BROADCLOTH WEALTH | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARROWOOD CAPITAL | ARROWHEAD PRIVATE WEALTH | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | ALETHEIA CAPITAL GROUP | ALDERSTONE WEALTH MANAGEMENT | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 26EAST PRIVATE WEALTH | 1854 CAPITAL MANAGEMENT | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Mailing Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Phone number
(615) 255-6431
Established
Tennessee since 12/07/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
703
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMPERSAND PARTNERS, LLC | OWNER | |
| ALEXANDER, JOHN W | CO-PRESIDENT | 2327561 |
| COOPER, CHYRLAN ELIZABETH | COO | 4160240 |
| IDOL, KALEY PORTER | CHIEF COMPLIANCE OFFICER | 6950052 |
| KOWACH, DAVID JOHN | CEO | 2154665 |
| NELSON, RICHARD SCOTT | CFO | 5014790 |
| SCHALLER, MICHAEL CHRISTOPHER | CONTROLLER/FINOP | 5899085 |
| STEVENS, ALYSON MENCIO | CHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS | 5451096 |
| WILEY III, DAVID WARREN III | CO-PRESIDENT | 720094 |
Regulatory assets under management
| Total Number of Accounts | 62,194 |
| AUM (Assets Under Management) | $ 30,268,689,798 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 04/29/2025 | ||
| 12/29/2023 |
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.
