Jacob D. Ford

TORTOISE CAPITAL ADVISORS, L.L.C.

OVERLAND PARK, KS 66211-1861

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CRD#: 5287642

Professional summary

Jacob Dillon Ford, who also goes by Jacob D Ford, Jacob Ford, is a registered financial advisor currently at TORTOISE CAPITAL ADVISORS, L.L.C. located in Overland Park, Kansas and PINE DISTRIBUTORS LLC located in Overland Park, Kansas.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jacob has worked at 10 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob D Ford | Jacob Ford

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.

TORTOISE CAPITAL ADVISORS, LLC; 5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS 66211; INVESTMENT RELATED; REGIONAL VICE PRESIDENT; 40 HRS/WK DURING SECURITIES HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Dillon Ford's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 17, 2025 - Present

TORTOISE CAPITAL ADVISORS, L.L.C.

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211-1861

RIA

CRD#: 123711

OVERLAND PARK, KS

Current

April 28, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211

CRD#: 323408

OVERLAND PARK, KS

Past

July 3, 2017 - December 31, 2023

TORTOISEECOFIN SECURITIES, LLC

CRD#: 285411

Overland Park, KS

Past

November 17, 2016 - December 13, 2023

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

RIA

CRD#: 285213

LEAWOOD, KS

Past

January 30, 2015 - November 17, 2016

MONTAGE INVESTMENTS, LLC

RIA

CRD#: 152607

LEAWOOD, KS

Past

January 29, 2015 - July 3, 2017

MSEC, LLC

CRD#: 154327

LEAWOOD, KS

Past

October 28, 2013 - January 6, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OVERLAND PARK, KS

Past

September 18, 2013 - January 6, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

OVERLAND PARK, KS

Past

June 9, 2009 - October 13, 2010

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

October 23, 2008 - September 23, 2013

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

December 13, 2007 - October 1, 2008

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

KANSAS CITY, MO

Past

September 26, 2007 - October 1, 2008

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

KANSAS CITY, MO

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".

TORTOISE CAPITAL ADVISORS, L.L.C.

TCA ADVISORS | TORTOISE CAPITAL ADVISORS, L.L.C.

CRD#: 123711 / SEC#: 801-61622

RIA

Registered Investment Advisory firm - (11/22/2002 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/28/2025)

Arkansas
(4/28/2025)

IAR

Colorado
(10/20/2025)

Connecticut
(4/28/2025)

IAR

Connecticut
(10/17/2025)

Delaware
(4/28/2025)

IAR

Delaware
(10/20/2025)

District of Columbia
(4/28/2025)

Florida
(4/28/2025)

Georgia
(4/28/2025)

IAR

Georgia
(10/20/2025)

IAR

Iowa
(10/23/2025)

Kansas
(4/28/2025)

IAR

Kansas
(10/17/2025)

Louisiana
(4/28/2025)

IAR

Louisiana
(10/21/2025)

Maine
(4/28/2025)

Maryland
(4/28/2025)

Massachusetts
(4/28/2025)

Mississippi
(4/28/2025)

IAR

Missouri
(10/20/2025)

IAR

Nebraska
(10/20/2025)

New Hampshire
(4/28/2025)

IAR

New Hampshire
(10/21/2025)

New Jersey
(4/28/2025)

IAR

New Jersey
(10/21/2025)

New York
(4/28/2025)

IAR

New York
(10/21/2025)

North Carolina
(4/28/2025)

IAR

Ohio
(10/17/2025)

IAR

Oklahoma
(10/20/2025)

IAR

Pennsylvania
(10/20/2025)

Rhode Island
(4/28/2025)

South Carolina
(4/28/2025)

Tennessee
(4/28/2025)

Texas
(4/28/2025)

IAR

Texas
(10/20/2025)

Vermont
(4/28/2025)

Virginia
(4/28/2025)

West Virginia
(4/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/25/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/12/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TORTOISE CAPITAL ADVISORS, L.L.C.

TCA ADVISORS | TORTOISE CAPITAL ADVISORS, L.L.C.

CRD#: 123711 / SEC#: 801-61622

RIA

Registered Investment Advisory firm - (11/22/2002 Approved)

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Contact information

Main Address

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861

Mailing Address

Phone number

(913) 981-1020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCA DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 8,444,747,246

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

Jacob D. Ford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Dillon Ford's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINE DISTRIBUTORS LLC

TORTOISEECOFIN SECURITIES, LLC

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

MONTAGE INVESTMENTS, LLC

MSEC, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERICAN CENTURY BROKERAGE, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

TORTOISE CAPITAL ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2013

Series 66

Date: 12/12/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2007

FINRA

Current Firm

TORTOISE CAPITAL ADVISORS, L.L.C.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORTOISE CAPITAL ADVISORS, L.L.C.

TRUST BUT VERIFY

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