Jacob David Munsell
Professional Summary
Jacob David Munsell, who also goes by Jacob Munsell, Jake Munsell, is a registered financial advisor currently at MEMPHIS CAPITAL MANAGEMENT, LLC located in Memphis, Tennessee and MEMPHIS CAPITAL located in Memphis, Tennessee. Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jacob has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacob Munsell, Jake Munsell
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BANES CAPITAL MANAGEMENT, LLC | MEMPHIS CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
6410 Poplar Avenue Suite 500, Memphis, TN 38119-4836Phone Number
(901) 261-5900# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$268,585,723Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
BANES CAPITAL MANAGEMENT, LLC | MEMPHIS CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(5/11/2022)
(2/13/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jacob David Munsell's CRS (Customer Relationship Summary).
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