Richard C. Jacobs
Professional summary
Richard C Jacobs, who also goes by Richard Cyril Jacobs, is a registered financial advisor currently at THE JACOBS FINANCIAL GROUP located in The Woodlands, Texas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Richard has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard C Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2013 - Present
THE JACOBS FINANCIAL GROUP
December 20, 2005 - April 26, 2006
D.H. HILL SECURITIES, LLLP
September 1, 2004 - May 23, 2006
D.H. HILL ADVISORS, INC.
October 8, 2002 - August 31, 2004
WALL STREET FINANCIAL GROUP, INC.
October 8, 2002 - August 31, 2004
WALL STREET FINANCIAL GROUP, INC.
June 13, 2001 - October 24, 2002
EQUITABLE ADVISORS, LLC
May 31, 2001 - October 24, 2002
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2013)
Exams
Current Firm
THE JACOBS FINANCIAL GROUP
CRD#: 139136 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 3,181,805 |
Red Flags
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