Jacob E Hall

I am engaged in multiple business activities in addition to my role as an investment adviser representative. These activities include providing investment advisory services, insurance-related services, and mortgage-related services. I operate as an investment adviser representative through my firm, Pace Wealth Advisors, where I provide financial planning and investment advisory services to clients. In addition, I am engaged in insurance-related activities, including the recommendation and implementation of fixed insurance and annuity products. I maintain direct contractual relationships with multiple insurance carriers and may receive commissions and/or fees in connection with these activities. I may also utilize third-party platforms, including Nationwide, to support fee-based insurance solutions. I am also engaged in mortgage-related activities, including originating or facilitating residential mortgage loans through licensed entities. I may receive compensation in connection with mortgage transactions. Clients may overlap across advisory, insurance, and mortgage activities. When this occurs, I take care to clearly disclose the capacity in which I am acting and the nature of the compensation I may receive. My insurance and mortgage-related activities are conducted outside of my role as an investment adviser representative and are not supervised by a broker-dealer. I do not maintain registration with a broker-dealer and do not engage in the sale of securities in a broker-dealer capacity. All investment advisory services are conducted through my registered investment adviser firm.