JJ
Jeffrey M. Jacobs
SALVUS WEALTH MANAGEMENT
Jacksonville, FL 32217
Some features on this profile are disabled
CRD#: 4486947
JJ
Professional summary
Jeffrey Mayer Jacobs is a registered financial advisor currently at SALVUS WEALTH MANAGEMENT, LLC located in Jacksonville, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Mayer 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®
NoneExperience
Current
July 21, 2016 - Present
SALVUS WEALTH MANAGEMENT, LLC
Office #1: 6022 San Jose Blvd Suite 100 N, Jacksonville, FL 32217RIA
CRD#: 171986
Jacksonville, FL
Past
February 13, 2012 - December 31, 2015
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
JACKSONVILLE, FL
Past
October 25, 2011 - December 31, 2015
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
JACKSONVILLE, FL
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".
SW
SALVUS WEALTH MANAGEMENT, LLC
CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC
CRD#: 171986 / SEC#: 801-117044
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Connecticut
Registered Investment Advisory firm - (10/8/2019 Terminated)Florida
Registered Investment Advisory firm - (10/4/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (10/4/2019 Terminated)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.Highlighted states indicate IAR registrations
IAR
Florida(7/21/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SALVUS WEALTH MANAGEMENT, LLC
CG CAPITAL MANAGEMENT, LLC | SALVUS WEALTH MANAGEMENT, LLC
CRD#: 171986 / SEC#: 801-117044
RIA
Registered Investment Advisory firm - (7/26/2019 Approved)Connecticut
Registered Investment Advisory firm - (10/8/2019 Terminated)Florida
Registered Investment Advisory firm - (10/4/2019 Terminated)New Jersey
Registered Investment Advisory firm - (8/6/2019 Terminated)New York
Registered Investment Advisory firm - (10/4/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
200 Schulz Drive Suite 302, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 542-2629
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 787 |
| AUM (Assets Under Management) | $ 297,624,840 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 02/28/2024 | ||
| 10/06/2022 |
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.
Company Information
SALVUS WEALTH MANAGEMENT, LLC
CRD#: 171986Jacksonville, FL 32217TRUST BUT VERIFY
Monitor Jeffrey Jacobs
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
