SJ
Steven Jacob
7 STAR INVESTMENT ADVISORS
RIVERVIEW, FL
CRD#: 8134048
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SJ
Steven Jacob7 STAR INVESTMENT ADVISORS
Professional summary
Steven Jacob is a registered financial advisor currently at 7 STAR INVESTMENT ADVISORS located in Riverview, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Steven has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Jacob'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
September 16, 2025 - Present
7 STAR INVESTMENT ADVISORS
RIA
CRD#: 337938
RIVERVIEW, FL
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
Florida(9/16/2025)
Current Firm
7S
7 STAR INVESTMENT ADVISORS
7 STAR INVESTMENT ADVISORS | 7STARIA LLC
CRD#: 337938 / SEC#:
Florida
Registered Investment Advisory firm - (9/16/2025 Approved)Loading...
Contact information
Main Address
Riverview, FL
Mailing Address
Phone number
(651) 249-3727
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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