Robert B. Jacobus

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CRD#: 2912385

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Bingham Jacobus, CFA, who also goes by Bob Jacobus Jr, Robert Bingham Jacobus Jr, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bob Jacobus Jr | Robert Bingham Jacobus Jr

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Past

September 3, 2015 - November 30, 2018

BROOKLINE INVESTMENTS, INC.

RIA

CRD#: 109239

BIRMINGHAM, AL

Past

September 3, 2015 - November 30, 2018

BROOKLINE GROUP, LLC

CRD#: 153587

BIRMINGHAM, AL

Past

October 8, 2004 - October 27, 2006

FHN FINANCIAL SECURITIES CORP.

CRD#: 46346

MEMPHIS, TN

Past

October 16, 2001 - October 6, 2004

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

July 17, 2000 - April 11, 2001

REGIONS INVESTMENT COMPANY, INC.

CRD#: 17618

BIRMINGHAM, AL

Past

February 19, 1999 - January 12, 2000

PORTER, WHITE & COMPANY, INC.

CRD#: 7925

BIRMINGHAM, AL

Past

August 13, 1997 - August 12, 1998

NATWEST MARKETS SECURITIES INC.

CRD#: 11707

STAMFORD, CT

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".

BROOKLINE INVESTMENTS, INC.

BROOKLINE INVESTMENTS, INC. | CAPITAL STRATEGIES ADVISORS, INC

CRD#: 109239 / SEC#: 801-57057

RIA

Registered Investment Advisory firm - (12/16/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 8/31/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/18/1997

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: 9/3/2015

General Securities Representative Examination

Current Firm

BROOKLINE INVESTMENTS, INC.

BROOKLINE INVESTMENTS, INC. | CAPITAL STRATEGIES ADVISORS, INC

CRD#: 109239 / SEC#: 801-57057

RIA

Registered Investment Advisory firm - (12/16/1999 Approved)

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Contact information

Main Address

2830 Cahaba Road Suite 100, Birmingham, AL 35223

Mailing Address

Phone number

(205) 263-2332

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 402,561,729

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.

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Advisor Monitoring

Firm Stability Insights

Robert B. Jacobus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BROOKLINE GROUP, LLC

FHN FINANCIAL SECURITIES CORP.

MORGAN KEEGAN & COMPANY, LLC

REGIONS INVESTMENT COMPANY, INC.

PORTER, WHITE & COMPANY, INC.

NATWEST MARKETS SECURITIES INC.

Primary Firm SEC Registration

BROOKLINE INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2015

Series 63

Date: 8/18/1997

SIE

Date: 10/1/2018

Series 7

Date: 9/3/2015

Current Firm

BROOKLINE INVESTMENTS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKLINE INVESTMENTS, INC.

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