RJ
Robert A. Jacobs
CORECAP ADVISORS
North Myrtle Beach, SC 29582
Some features on this profile are disabled
CRD#: 828922
RJ
Professional summary
Robert Anthony Jacobs, who also goes by Robert Anthony Jacobs Sr, Robert Anthony Jacobs, is a registered financial advisor currently at CORECAP ADVISORS located in North Myrtle Beach, South Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Robert has worked at 22 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Anthony Jacobs Sr | Robert Anthony 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.
Licensed Insurance Agent contracted with Aetna and United Healthcare for Medicare Insurance along with Annexus, Athene, and Annexus Nationwide for annuity business; approx 80-100 hours per month, including nights and weekends
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony 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
July 11, 2019 - Present
CORECAP ADVISORS
Office #1: 2423 Highway 17 South, Suite 9, North Myrtle Beach, SC 29582RIA
CRD#: 158819
North Myrtle Beach, SC
Past
January 2, 2009 - September 1, 2009
ALLIED BEACON PARTNERS, INC.
BD
CRD#: 46227
RICHMOND, VA
Past
July 3, 2007 - December 31, 2008
ADVANCED PLANNING SECURITIES, INC.
BD
CRD#: 14382
SMITHTOWN, NY
Past
February 3, 2006 - May 21, 2007
CLARK DODGE & CO., INC.
BD
CRD#: 23288
NEW YORK, NY
Past
November 25, 2005 - January 30, 2006
TAFFERER TRADING, LLC
BD
CRD#: 36816
NEW YORK, NY
Past
April 28, 2005 - October 5, 2005
ENCLAVE CAPITAL LLC
BD
CRD#: 22732
BOCA RATON, FL
Past
April 27, 2004 - March 8, 2005
ROBERT R. MEREDITH & CO., INC.
BD
CRD#: 29501
NEW YORK, NY
Past
September 22, 2003 - April 14, 2004
CHICAGO INVESTMENT GROUP, LLC
BD
CRD#: 11853
CHICAGO, IL
Past
March 31, 2003 - June 13, 2003
A.B. WATLEY, INC.
BD
CRD#: 797
NEW YORK, NY
Past
August 30, 2001 - November 27, 2001
LABRANCHE FINANCIAL SERVICES, LLC
BD
CRD#: 7432
NEW YORK, NY
Past
August 20, 2001 - February 21, 2003
GALWAY SECURITIES CORPORATION
BD
CRD#: 33211
NEW YORK, NY
Past
January 19, 2000 - August 8, 2001
PRENTICE SECURITIES, INCORPORATED
BD
CRD#: 22897
HALLANDALE, FL
Past
January 12, 2000 - January 18, 2000
BREAN MURRAY & CO., INC.
BD
CRD#: 7541
NEW YORK, NY
Past
September 11, 1998 - January 3, 2000
PRENTICE SECURITIES, INCORPORATED
BD
CRD#: 22897
HALLANDALE, FL
Past
July 28, 1998 - March 23, 1999
BURLINGTON CAPITAL MARKETS INC.
BD
CRD#: 26991
NEW YORK, NY
Past
April 23, 1997 - June 11, 1998
DAIWA CAPITAL MARKETS AMERICA INC.
BD
CRD#: 1576
NEW YORK, NY
Past
June 30, 1995 - March 26, 1997
MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.
BD
CRD#: 18032
NEW YORK, NY
Past
November 14, 1994 - July 20, 1995
H.J. MEYERS & CO., INC.
BD
CRD#: 15609
ROCHESTER, NY
Past
October 22, 1991 - November 23, 1994
MIDWOOD SECURITIES, INC.
BD
CRD#: 21520
NEW YORK, NY
Past
December 14, 1984 - October 8, 1991
CANTOR FITZGERALD & CO.
BD
CRD#: 134
NEW YORK, NY
Past
May 8, 1980 - June 20, 1983
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
Past
February 1, 1977 - June 2, 1980
COLEMAN & COMPANY SECURITIES, INC.
BD
CRD#: 1486
Past
October 21, 1976 - March 22, 1988
SMILEN INVESTMENT RESEARCH AND MANAGEMENT INCORPORATED
BD
CRD#: 5385
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".
CA
CORECAP ADVISORS
ADVANTAGE BENEFITS & RETIREMENT | WWW.GOLDLINE.FINANCIAL | WOOSTER FINANCIAL | WEALTH TRAC MANAGEMENT | WEALTH TRAC FINANCIAL LLC | WEALTH TRAC FINANCIAL | WEALTH GUIDE FINANCIAL | VOYAGEUR ADVISORY GROUP | VFG ASSOCIATES | TRUE NORTH ADVISORS | TREW FINANCIAL & BENEFITS GROUP, INC. | TOTAL BENEFIT SERVICES | TORO FINANCIAL | TLC WEALTH | TLC INSURANCE GROUP | TELLURIDE FINANCIAL, INC. | TBS RETIREMENT PLANNING | TALLOU FINANCIAL SERVICES | STRATEGIC PLANNING GROUP | STIVERS LAW | STIVERS FINANCIAL SERVICES | SPEIR FINANCIAL SERVICES | SPARTAN FINANCIAL GROUP | SOULENCE TAX & WEALTH ADVISORS | SOLOMON FINANCIAL | SMITHS FINANCIAL SOLUTIONS | SMITH FINANCIAL SOLUTIONS | SLEEP WELL RETIREMENT | SKOLNIK RETIREMENT SOLUTIONS, LLC | SIS FINANCIAL GROUP | SIMASKO FINANCIAL | SENIOR HEALTH BENEFITS | SECURE RETIREMENT QUESTS | SECURE MY FUNDS | SECURE INCOME SOLUTIONS | SAA FINANCIAL | RUNESTAD FINANCIAL SERVICES, LTD | ROMAIN FINANCIAL | RJP ESTATE PLANNING | REITER FINANCIAL SERVICES | RED KITE CAPITAL | QUEST FINANCIAL | PRINCIPIUM TACTICAL WEALTH MANAGEMENT | PRINCIPIUM | PRESERVE WEALTH OKLAHOMA | PETTIFORD FINANCIAL AND WEALTH MANAGEMENT | PETERSON HARRIS, INC. | PATHWAY FINANCIAL GROUP | OWRS | ORAY-KING WEALTH ADVISORS | ODYSSEY PRIVATE WEALTH | NICOLE E. BREW & CREW | NICOLE BREWER & ASSOCIATES | NEXT FRONTIER FINANCIAL | MIDWEST RETIREMENT ADVISORS | METROKAS KAMISON ASSOCIATES | METHOD INVESTMENT GROUP | MANNOR FINANCIAL SERVICES | MANNOR FINANCIAL GROUP | LMA FINANCIAL SERVICES | LIFESTYLE WEALTH MANAGEMENT | LIFE INCOME MANAGEMENT | LEISER FINANCIAL | LASTER FINANCIAL | LAKE COUNTY FINANCIAL GROUP | LABADIE FINANCIAL | KRISTOPHER CURTIS FINANCIAL | KLAUENBERG RETIREMENT SOLUTIONS | KCS FINANCIAL GROUP | KAPONO CHUN & ASSOCIATES | JOSEPH FINANCIAL GROUP | JM FINANCIAL & ACCOUNTING SERVICES | JM FINANCIAL & ACCOUNT SERVICES | JERCON WEALTH MANAGEMENT | JACKSON KENNEDY | INSURANCE ADVANTAGE & LMA FINANCIAL SERVICES | INGOLD GROUP, LLC | HORIZON INSURANCE BROKERAGE GROUP, LLC | HAKIM FINANCIAL. INC. | HAKIM FINANCIAL | GOLDLINE FINANCIAL | GILLIKIN & ASSOCIATES | GET MY BENCHMARK | GEARY AGENCY | GAUCI & ASSOCIATES | G&H FINANCIAL GROUP | FRONTIER WEALTH MANAGEMENT | FREEDOM WEALTH MANAGEMENT | FORT WEALTH MANAGEMENT | FOREVER FREE FINANCIAL | FIRST FINANCIAL GROUP USA | FINANCIAL FITNESS | FFI | EXECUTIVE PLAN SERVICES | EXECUTIVE FINANCIAL GROUP | ESTATE PLANNING & PRESERVATION | ESPERO & PARTNERS | EDGEROCK WEALTH MANAGEMENT | DWORETSKY FINANCIAL | DUGAN BROWN | DIGNITY LIFE MARKETING GROUP, LLC | DAN WHITE & ASSOCIATES | CROSSROADS ADVISORY GROUP | CREATIVE FINANCIAL SOLUTIONS | CREATIVE ASSET CONSULTANTS, INC. | COUGHLIN WEALTH MANAGEMENT, LLC | CORNERSTONE FINANCIAL SERVICES, LLC | CORNERSTONE FINANCIAL SERVICES | CORECAP ADVISORS, LLC | CORECAP ADVISORS, INC. | CORECAP ADVISORS | CORE CAPITAL ADVISORS | COOPER AND ADEL FINANCIAL | COOPER ADEL VU FINANCIAL | COOPER ADEL & VU FINANCIAL | CONVERGENCE FINANCIAL ADVISORS, INC. | CONVERGENCE FINANCIAL ADVISORS | CONNERS WEALTH MANAGEMENT | COMMONWEALTH STRATEGY ADVISORS | CITY CENTER FINANCIAL | CFS | CASTLE WEST FINANCIAL, LLC | CAPITAL CHOICE SOUTHWEST | CAPITAL CHOICE FINANCIAL SERVICES | CAPITAL CHOICE FINANCIAL GROUP | CAPITAL CHOICE | BURLOS MARKETING | BRAD MAY & ASSOCIATES AGENCY INC. | BISHOP WEALTH PLANNING | BETTER LIFE FINANCIAL GROUP | BETH MOORES FINANCIAL | BENCHMARK | BALANCED PROFITS | B MAY & ASSOCIATES | AZOURY FINANCIAL | ASSET WEALTH MANAGEMENT | ASSET MANAGEMENT & ADVISORY SERVICES OF LEE COUNTY | ARCH BENEFITS GROUP | APEX WEALTH MANAGEMENT | ANDRIKOS FINANCIAL PARTNERS | AMERICAN PROSPERITY GROUP, LLC | ALPHA ADVISORS | ALPERT RETIREMENT ADVISING | AFFORDABLE INSURANCE NETWORK
CRD#: 158819 / SEC#: 801-72687
RIA
Registered Investment Advisory firm - (8/30/2011 Approved)Illinois
Registered Investment Advisory firm - (6/21/2012 Terminated)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(11/9/2022)
IAR
New Jersey(7/11/2019)
IAR
New York(3/9/2022)
IAR
North Carolina(2/12/2021)
IAR
Pennsylvania(3/9/2022)
IAR
South Carolina(2/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CA
CORECAP ADVISORS
ADVANTAGE BENEFITS & RETIREMENT | WWW.GOLDLINE.FINANCIAL | WOOSTER FINANCIAL | WEALTH TRAC MANAGEMENT | WEALTH TRAC FINANCIAL LLC | WEALTH TRAC FINANCIAL | WEALTH GUIDE FINANCIAL | VOYAGEUR ADVISORY GROUP | VFG ASSOCIATES | TRUE NORTH ADVISORS | TREW FINANCIAL & BENEFITS GROUP, INC. | TOTAL BENEFIT SERVICES | TORO FINANCIAL | TLC WEALTH | TLC INSURANCE GROUP | TELLURIDE FINANCIAL, INC. | TBS RETIREMENT PLANNING | TALLOU FINANCIAL SERVICES | STRATEGIC PLANNING GROUP | STIVERS LAW | STIVERS FINANCIAL SERVICES | SPEIR FINANCIAL SERVICES | SPARTAN FINANCIAL GROUP | SOULENCE TAX & WEALTH ADVISORS | SOLOMON FINANCIAL | SMITHS FINANCIAL SOLUTIONS | SMITH FINANCIAL SOLUTIONS | SLEEP WELL RETIREMENT | SKOLNIK RETIREMENT SOLUTIONS, LLC | SIS FINANCIAL GROUP | SIMASKO FINANCIAL | SENIOR HEALTH BENEFITS | SECURE RETIREMENT QUESTS | SECURE MY FUNDS | SECURE INCOME SOLUTIONS | SAA FINANCIAL | RUNESTAD FINANCIAL SERVICES, LTD | ROMAIN FINANCIAL | RJP ESTATE PLANNING | REITER FINANCIAL SERVICES | RED KITE CAPITAL | QUEST FINANCIAL | PRINCIPIUM TACTICAL WEALTH MANAGEMENT | PRINCIPIUM | PRESERVE WEALTH OKLAHOMA | PETTIFORD FINANCIAL AND WEALTH MANAGEMENT | PETERSON HARRIS, INC. | PATHWAY FINANCIAL GROUP | OWRS | ORAY-KING WEALTH ADVISORS | ODYSSEY PRIVATE WEALTH | NICOLE E. BREW & CREW | NICOLE BREWER & ASSOCIATES | NEXT FRONTIER FINANCIAL | MIDWEST RETIREMENT ADVISORS | METROKAS KAMISON ASSOCIATES | METHOD INVESTMENT GROUP | MANNOR FINANCIAL SERVICES | MANNOR FINANCIAL GROUP | LMA FINANCIAL SERVICES | LIFESTYLE WEALTH MANAGEMENT | LIFE INCOME MANAGEMENT | LEISER FINANCIAL | LASTER FINANCIAL | LAKE COUNTY FINANCIAL GROUP | LABADIE FINANCIAL | KRISTOPHER CURTIS FINANCIAL | KLAUENBERG RETIREMENT SOLUTIONS | KCS FINANCIAL GROUP | KAPONO CHUN & ASSOCIATES | JOSEPH FINANCIAL GROUP | JM FINANCIAL & ACCOUNTING SERVICES | JM FINANCIAL & ACCOUNT SERVICES | JERCON WEALTH MANAGEMENT | JACKSON KENNEDY | INSURANCE ADVANTAGE & LMA FINANCIAL SERVICES | INGOLD GROUP, LLC | HORIZON INSURANCE BROKERAGE GROUP, LLC | HAKIM FINANCIAL. INC. | HAKIM FINANCIAL | GOLDLINE FINANCIAL | GILLIKIN & ASSOCIATES | GET MY BENCHMARK | GEARY AGENCY | GAUCI & ASSOCIATES | G&H FINANCIAL GROUP | FRONTIER WEALTH MANAGEMENT | FREEDOM WEALTH MANAGEMENT | FORT WEALTH MANAGEMENT | FOREVER FREE FINANCIAL | FIRST FINANCIAL GROUP USA | FINANCIAL FITNESS | FFI | EXECUTIVE PLAN SERVICES | EXECUTIVE FINANCIAL GROUP | ESTATE PLANNING & PRESERVATION | ESPERO & PARTNERS | EDGEROCK WEALTH MANAGEMENT | DWORETSKY FINANCIAL | DUGAN BROWN | DIGNITY LIFE MARKETING GROUP, LLC | DAN WHITE & ASSOCIATES | CROSSROADS ADVISORY GROUP | CREATIVE FINANCIAL SOLUTIONS | CREATIVE ASSET CONSULTANTS, INC. | COUGHLIN WEALTH MANAGEMENT, LLC | CORNERSTONE FINANCIAL SERVICES, LLC | CORNERSTONE FINANCIAL SERVICES | CORECAP ADVISORS, LLC | CORECAP ADVISORS, INC. | CORECAP ADVISORS | CORE CAPITAL ADVISORS | COOPER AND ADEL FINANCIAL | COOPER ADEL VU FINANCIAL | COOPER ADEL & VU FINANCIAL | CONVERGENCE FINANCIAL ADVISORS, INC. | CONVERGENCE FINANCIAL ADVISORS | CONNERS WEALTH MANAGEMENT | COMMONWEALTH STRATEGY ADVISORS | CITY CENTER FINANCIAL | CFS | CASTLE WEST FINANCIAL, LLC | CAPITAL CHOICE SOUTHWEST | CAPITAL CHOICE FINANCIAL SERVICES | CAPITAL CHOICE FINANCIAL GROUP | CAPITAL CHOICE | BURLOS MARKETING | BRAD MAY & ASSOCIATES AGENCY INC. | BISHOP WEALTH PLANNING | BETTER LIFE FINANCIAL GROUP | BETH MOORES FINANCIAL | BENCHMARK | BALANCED PROFITS | B MAY & ASSOCIATES | AZOURY FINANCIAL | ASSET WEALTH MANAGEMENT | ASSET MANAGEMENT & ADVISORY SERVICES OF LEE COUNTY | ARCH BENEFITS GROUP | APEX WEALTH MANAGEMENT | ANDRIKOS FINANCIAL PARTNERS | AMERICAN PROSPERITY GROUP, LLC | ALPHA ADVISORS | ALPERT RETIREMENT ADVISING | AFFORDABLE INSURANCE NETWORK
CRD#: 158819 / SEC#: 801-72687
RIA
Registered Investment Advisory firm - (8/30/2011 Approved)Illinois
Registered Investment Advisory firm - (6/21/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27777 Franklin Road Suite 700, Southfield, MI 48034
Mailing Address
Phone number
(888) 296-3360
Established
Firm type
Fiscal year end
# of Employees
111
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,157 |
| AUM (Assets Under Management) | $ 3,167,350,865 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORECAP ADVISORS
CRD#: 158819North Myrtle Beach, SC 29582TRUST BUT VERIFY
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