Kevin D. Jacobs
Professional summary
Kevin Daniel Jacobs, who also goes by Kevin D. Jacobs, Kevin Daniel Jacobs Mr., is a registered financial advisor currently at O'SHAUGHNESSY ASSET MANAGEMENT, LLC located in Stamford, Connecticut.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Daniel Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 24, 2023 - Present
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Office #1: 100 First Stamford Place, Stamford, CT 06902December 13, 2018 - December 6, 2022
FRANKLIN DISTRIBUTORS, LLC
July 15, 2015 - April 18, 2017
NYLIFE DISTRIBUTORS LLC
May 23, 2014 - July 17, 2015
FORESIDE FUND SERVICES, LLC
Primary Firm SEC Registration
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CRD#: 144594 / SEC#: 801-68177
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/24/2023)
Exams
Current Firm
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CRD#: 144594 / SEC#: 801-68177
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,791 |
| AUM (Assets Under Management) | $ 12,599,503,777 |
Red Flags
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