MJ
Michael Jacobs
LIGHTHOUSE INVESTMENT PARTNERS
Bellaire, TX
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CRD#: 4614501
MJ
Professional summary
Michael Jacobs, CFA, who also goes by Mike Jacobs, is a registered financial advisor currently at LIGHTHOUSE INVESTMENT PARTNERS, LLC located in Bellaire, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 8 firms and has passed the Series 63, Series 65, Series 87, Series 86 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Jacobs
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.
1) Mayoosh LLC; personal investments; Bellaire, TX; just a vehicle to hold personal assets that are outside of our investment accounts for liability management purposes; Sole Member; Manager; 2014; 0 hours per month; 0 hours per month during trading hours; electronically deposit checks when distributed and forwarding K1s to the accountant. 2) Motyah LLC: personal investments; Bellaire, TX; just a vehicle to hold real estate assets that are outside of our investment accounts for liability management purposes; sole member; manager; 2016; 0 hours per month; 0 hours per month during trading hours; managing the activities of the LLC. 3) MJ Marietas S. DE R.L. DE C.V.; personal investments (for Mexican personal real estate holdings); Bellaire, TX; just a vehicle to hold real estate assets that are outside of our investment accounts for liability management and rental income purposes; Manager; Manager; less than 1 hour per month; 0 hours during trading hours; managing the activities of the company.
CRS (Client Relationship Summary) - RIA
Click below to view Michael 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
June 16, 2025 - Present
LIGHTHOUSE INVESTMENT PARTNERS, LLC
RIA
CRD#: 136591
Bellaire, TX
Past
February 8, 2021 - May 20, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP
RIA
CRD#: 294156
Houston, TX
Past
May 11, 2012 - September 13, 2013
ENCOMPASS CAPITAL ADVISORS LLC
RIA
CRD#: 160113
HOUSTON, TX
Past
April 10, 2008 - May 17, 2010
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC
BD
CRD#: 129772
HOUSTON, TX
Past
September 21, 2005 - April 8, 2008
UBS SECURITIES LLC
BD
CRD#: 7654
NEW YORK, NY
Past
December 16, 2004 - August 31, 2005
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
March 16, 2004 - December 1, 2004
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
ST. LOUIS, MO
Past
January 2, 2004 - December 1, 2004
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
DENVER, CO
Past
January 24, 2003 - December 19, 2003
PRIMA CAPITAL MANAGEMENT, INC.
RIA
CRD#: 112562
DENVER, CO
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".
LI
LIGHTHOUSE INVESTMENT PARTNERS, LLC
LIGHTHOUSE GROUP | RELYING ADVISER: PIER61 PARTNERS, LLC | RELYING ADVISER: NORTH ROCK CAPITAL MANAGEMENT, LLC | RELYING ADVISER: MISSION CREST CAPITAL MANAGEMENT, LLC | RELYING ADVISER: LHP IRELAND FUND MANAGEMENT LIMITED | RELYING ADVISER: LH NR UK (MANAGEMENT) LLP | PIER61 PARTNERS, LLC | LUMINAE PARTNERS LLC | LIGHTHOUSE PARTNERS | LIGHTHOUSE INVESTMENT PARTNERS, LLC
CRD#: 136591 / SEC#: 801-64978
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)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
Texas(6/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LI
LIGHTHOUSE INVESTMENT PARTNERS, LLC
LIGHTHOUSE GROUP | RELYING ADVISER: PIER61 PARTNERS, LLC | RELYING ADVISER: NORTH ROCK CAPITAL MANAGEMENT, LLC | RELYING ADVISER: MISSION CREST CAPITAL MANAGEMENT, LLC | RELYING ADVISER: LHP IRELAND FUND MANAGEMENT LIMITED | RELYING ADVISER: LH NR UK (MANAGEMENT) LLP | PIER61 PARTNERS, LLC | LUMINAE PARTNERS LLC | LIGHTHOUSE PARTNERS | LIGHTHOUSE INVESTMENT PARTNERS, LLC
CRD#: 136591 / SEC#: 801-64978
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3801 Pga Blvd. Suite 604, Palm Beach Gardens, FL 33410
Mailing Address
Phone number
(561) 741-0820
Established
Firm type
Fiscal year end
# of Employees
481
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 87,376,978,835 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
