IJ
Isabel D. Jacobs
SIGNATURE EQUITY PARTNERS
Armuchee, GA
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CRD#: 7473505
IJ
Isabel Daisy JacobsSIGNATURE EQUITY PARTNERS
Professional summary
Isabel Daisy Jacobs, who also goes by Isabel Daisy Van Buren, Isabel Van Buren, Isabel Vanburen, Izzy Van Buren, is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Armuchee, Georgia and OSAIC WEALTH, INC. located in Sebastian, Florida.
Isabel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Isabel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Isabel Daisy Van Buren | Isabel Van Buren | Isabel Vanburen | Izzy Van Buren
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.
1. ISABEL JACOBS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2022 ADDRESS: 9434 N US Highway 1, Sebastian FL 32958, United States DESCRIPTION: Fixed Annuities and Insurance 2. ONE OVERVUE POSITION: Financial Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/07/2023 ADDRESS: 9434 N US Highway 1, Sebastian FL 32958, United States DESCRIPTION: Offer Securities and investment advisory services separately through Osaic Wealth, Inc. and Signature Equity Partners, LLC. Enroll clients in local employer retirement plans. 3. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/11/2026 ADDRESS: 9434 N US Highway 1, Sebastian FL 32958, United States DESCRIPTION: Sales/marketing of Investment advisory products
CRS (Client Relationship Summary) - RIA
Click below to view Isabel Daisy Jacobs'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®
NoneExperience
Current
February 11, 2026 - Present
SIGNATURE EQUITY PARTNERS, LLC
Office #2: 9434 N Us Hwy 1, Sebastian, FL 32958RIA
CRD#: 327455
Armuchee, GA
Current
August 8, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 9434 N Us Hwy 1, Sebastian, FL 32958RIA
BD
CRD#: 23131
SEBASTIAN, FL
Past
August 9, 2023 - August 13, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
Armuchee, GA
Past
November 8, 2022 - August 29, 2023
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ORLANDO, FL
Past
November 7, 2022 - August 29, 2023
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ORLANDO, FL
Past
May 31, 2022 - August 5, 2022
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ORLANDO, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS
CRD#: 327455 / SEC#: 801-128432
RIA
Registered Investment Advisory firm - (7/27/2023 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/8/2023)
IAR
Florida(3/16/2026)
RR
Georgia(4/22/2024)
IAR
Georgia(2/12/2026)
IAR
Texas(2/11/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/31/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS
CRD#: 327455 / SEC#: 801-128432
RIA
Registered Investment Advisory firm - (7/27/2023 Approved)Loading...
Contact information
Main Address
445 Hutchinson Avenue Suite 800, Columbus, OH 43235
Mailing Address
Phone number
(614) 846-6000
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,714 |
| AUM (Assets Under Management) | $ 330,621,622 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
