Benjamin Isaac Jacobs-nichelson
AIF®, CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Business Services
- Tax Planning
- Retirement Planning
- Social Security & Medicare Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
- Education Funding
Specializations
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...
Other Aliases
Benjamin Isaac Jacobs, Benjamin Jacobs
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
FULLY FINANCIAL | FULLY FINANCIAL, LLC
Contact Information
Main Address
295 W Clayton St Suite 100-b, Athens, GA 30601Phone Number
(706) 389-8426# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
561AUM (Assets Under Management)
$111,147,357Similar 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
FULLY FINANCIAL | FULLY FINANCIAL, LLC
State Registrations and Notice Filings
(4/26/2023)
(5/1/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Isaac Jacobs-nichelson's CRS (Customer Relationship Summary).
Services Offered by Benjamin
- Estate & Legacy Planning
- Business Services
- Tax Planning
- Retirement Planning
- Social Security & Medicare Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
- Education Funding
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
