Kevin Francis Jacobs
CFP®Professional Summary
Kevin Francis Jacobs, CFP® is a registered financial advisor currently at STEP BY STEP FINANCIAL, LLC located in Tulsa, Oklahoma. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kevin has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
Biography
Kevin Jacobs is a CFP® who provides comprehensive, holistic financial planning services to married couples in all stages of the retirement journey in the greater Broken Arrow, Oklahoma area. He also works with clients virtually across the country. Kevin is passionate about helping couples balance their financial and personal preparedness for retirement and crafting a financial plan driven by goals, values, and results. His clients are legacy-minded and want to strike a balance between: 1....
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
STEP BY STEP FINANCIAL, LLC | STEP BY STEP TAX AND FINANCIAL PLANNINIG | STEP BY STEP TAX AND FINANCIAL PLANNING, LLC
Contact Information
Main Address
9717 E. 42nd St. Suite 103, Tulsa, OK 74146Phone Number
(918) 806-1030# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
234AUM (Assets Under Management)
$62,868,012Similar Advisors
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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.
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State Registrations and Notice Filings
(3/28/2008)
(8/13/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2005About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kevin Francis Jacobs's CRS (Customer Relationship Summary).
Services Offered by Kevin
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
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