Benjamin I. Jacobs-nichelson
FULLY FINANCIAL
ATHENS, GA 30601
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CRD#: 6935645
Professional summary
Benjamin Isaac Jacobs-nichelson, AIF®, CFP®, who also goes by Benjamin Isaac Jacobs, Benjamin Jacobs, is a registered financial advisor currently at FULLY FINANCIAL located in Athens, Georgia.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Benjamin has worked at 2 firms .
Biography
Ben completed his master’s degree in financial planning and graduated from the University of Georgia with Highest Honors. Ben has served the Athens community as a financial counselor at the ASPIRE Clinic and also worked as a quality supervisor with the Volunteer Income Tax Assistance Program. Ben currently serves on the board of NAPFA Genesis, as well as the College of Family and Consumer Sciences Alumni Association at the University of Georgia. Ben grew up in Connecticut and Georgia and studied abroad in Costa Rica prior to settling in Athens, Georgia. Ben is passionate about his three dogs, Roth IRAs, to-do lists, and of course, his family.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Socially Responsible Investing
Tax Planning
Retirement Income Management
Business Succession Planning
Retirement Planning
Social Security Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
High Net Worth Client Needs
Middle Income Client Needs
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Benjamin Isaac Jacobs | Benjamin Jacobs
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.
Ben Jacobs-Nichelson is currently employed as a part-time instructor of financial planning at the University of Georgia. This activity accounts for less than 5% of his time. The address for the University of Georgia's College of Family and Consumer Sciences is 305 Sanford Dr, Dawson Hall, Athens, GA 30602.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Isaac Jacobs-nichelson'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®
CFP®
Start date: 2017
Experience
Current
April 26, 2023 - Present
FULLY FINANCIAL
Office #1: 295 W Clayton St Suite 100-b, Athens, GA 30601RIA
CRD#: 326015
ATHENS, GA
Past
April 5, 2018 - May 22, 2023
ELWOOD & GOETZ
RIA
CRD#: 154839
ATHENS, GA
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
Georgia(4/26/2023)
IAR
Louisiana(5/1/2025)
Exams
Current Firm
FF
FULLY FINANCIAL
FULLY FINANCIAL | FULLY FINANCIAL, LLC
CRD#: 326015 / SEC#:
Georgia
Registered Investment Advisory firm - (4/26/2023 Approved)Louisiana
Registered Investment Advisory firm - (4/11/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
295 W Clayton St Suite 100-b, Athens, GA 30601
Mailing Address
Phone number
(706) 389-8426
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 407 |
| AUM (Assets Under Management) | $ 70,841,406 |
Red Flags
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Company Information
FULLY FINANCIAL
CRD#: 326015Athens, GA 30601TRUST BUT VERIFY
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Contact information
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