JC
Jacob D. Coleman
BANKERS LIFE ADVISORY SERVICES
Syracuse, NY 13212
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CRD#: 7863780
JC
Professional summary
Jacob David Coleman is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Syracuse, New York and BANKERS LIFE SECURITIES, INC. located in Syracuse, New York.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
BANKERS LIFE POSITION: Insurance Agent NATURE: I help clients prepare for their retirement and legacy. I serve as my client's problem solverthat enables them to reach theirfinancial objectives (within reason) in their current financial situation. Iprimarily help people with their life insurance, medicare and medicaid,and long term care. INVESTMENT RELATED: No NUMBER OF HOURS: 260 SECURITIES TRADING HOURS: 260 START DATE: 05/15/2023 ADDRESS: 158 Ross St Ext, Auburn NY 13021, United States DESCRIPTION:I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob David Coleman'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
October 13, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 251 Salina Meadows Pkwy, St. 130, Syracuse, NY 13212RIA
CRD#: 281285
Syracuse, NY
Current
March 1, 2024 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 251 Salina Meadows Pkwy Ste 130, Syracuse, NY 13212BD
CRD#: 173962
Syracuse, NY
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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 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
New York(4/10/2024)
IAR
New York(10/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/2/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/1/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Syracuse, NY 13212TRUST BUT VERIFY
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