TJ
Thomas C. Jacobs
MARIDEA WEALTH MANAGEMENT
MARFA, TX
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CRD#: 5840128
TJ
Professional summary
Thomas Candow Jacobs is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Marfa, Texas.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Thomas has worked at 3 firms and has passed the Series 65 exam.
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.
Mr. Jaocbs serves as an Investment Adviser Representative for Huckleberry Capital Management, LLC since 01/2015 and with Maridea Wealth Management since 02/2024. This dual registration is strictly for transitional purposes only. COMPLETE GROWTH INVESTOR LLC, A DELAWARE LIMITED LIABILITY CORPORATION. INVESTMENT-RELATED. PHYSICAL: 208 E. San Antonio St., Marfa, TX, 79843 MAILING: PO BOX F, MARFA, TX, 79843 NATURE: Complete Growth Investor is a Limited Liability Corporation that makes 1-2 small private investments per year. POSITION: Managing Member. START: 01/2004. HOURS/MONTH: <5 hours per month.. HOURS DURING TRADING HOURS: None. All evenings and weekends. DUTIES: Selecting and making small investments on behalf of the partners in various entities, typically one or two investments per year. THE MARFA GROUP, INC., A TEXAS S CORPORATION NON-INVESTMENT RELATED PHYSICAL: 208 E. San Antonio St., Marfa, TX, 79843 MAILING: PO BOX F, MARFA, TX 79843 POSITION: Principal START: 01/2010 HOURS/MONTH: 20. HOURS DURING TRADING HOURS: None. All evenings and weekends. DUTIES: The Marfa Group is an S Corp formed for the purpose of Mr. Jacobs' business activities, including public speaking engagements on investment topics; writing on investment topics; writing and publishing my own investing books; and editing investment publications of others. REGREEN BIG BEND LLC NON-INVESTMENT RELATED PHYSICAL: 208 E. San Antonio St., Marfa, TX, 79843 MAILING: PO BOX F, MARFA, TX 79843 POSITION: Habitat Conservationist START: 01/2023 HOURS/MONTH: 20. HOURS DURING TRADING HOURS: None. All evenings and weekends. DUTIES: Buy land near Big Bend National Park. Grow native plants. Plant them on the land. Hope for other native species to thrive in rehabbed ecosystem.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Candow 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
February 29, 2024 - Present
MARIDEA WEALTH MANAGEMENT
Office #2: 25 Kent Avenue Suite 401, Brooklyn, NY 11249RIA
CRD#: 325523
MARFA, TX
Past
December 22, 2015 - November 8, 2024
HUCKLEBERRY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 173149
Marfa, TX
Past
May 11, 2013 - February 11, 2016
ZT WEALTH ADVISORY
RIA
CRD#: 158972
MARFA, TX
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".
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - (1/31/2024 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(2/29/2024)
Current Firm
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - (1/31/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25 Kent Avenue Suite 401, Brooklyn, NY 11249
Mailing Address
Phone number
(347) 289-5227
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,509 |
| AUM (Assets Under Management) | $ 469,226,780 |
Red Flags
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