Robert A. Jacobs

STAR WEALTH ADVISORS

Longs, SC

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CRD#: 828922

Professional summary

Robert Anthony Jacobs, who also goes by Robert Anthony Jacobs Sr, Robert Anthony Jacobs, is a registered financial advisor currently at STAR WEALTH ADVISORS located in Longs, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Robert has worked at 23 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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

April 1, 2026 - Present

STAR WEALTH ADVISORS

RIA

CRD#: 332344

Longs, SC

Past

July 11, 2019 - April 9, 2026

CORECAP ADVISORS

RIA

CRD#: 158819

North Myrtle Beach, SC

Past

January 2, 2009 - September 1, 2009

ALLIED BEACON PARTNERS, INC.

CRD#: 46227

RICHMOND, VA

Past

July 3, 2007 - December 31, 2008

ADVANCED PLANNING SECURITIES, INC.

CRD#: 14382

SMITHTOWN, NY

Past

February 3, 2006 - May 21, 2007

CLARK DODGE & CO., INC.

CRD#: 23288

NEW YORK, NY

Past

November 25, 2005 - January 30, 2006

TAFFERER TRADING, LLC

CRD#: 36816

NEW YORK, NY

Past

April 28, 2005 - October 5, 2005

ENCLAVE CAPITAL LLC

CRD#: 22732

BOCA RATON, FL

Past

April 27, 2004 - March 8, 2005

ROBERT R. MEREDITH & CO., INC.

CRD#: 29501

NEW YORK, NY

Past

September 22, 2003 - April 14, 2004

CHICAGO INVESTMENT GROUP, LLC

CRD#: 11853

CHICAGO, IL

Past

March 31, 2003 - June 13, 2003

A.B. WATLEY, INC.

CRD#: 797

NEW YORK, NY

Past

August 30, 2001 - November 27, 2001

LABRANCHE FINANCIAL SERVICES, LLC

CRD#: 7432

NEW YORK, NY

Past

August 20, 2001 - February 21, 2003

GALWAY SECURITIES CORPORATION

CRD#: 33211

NEW YORK, NY

Past

January 19, 2000 - August 8, 2001

PRENTICE SECURITIES, INCORPORATED

CRD#: 22897

HALLANDALE, FL

Past

January 12, 2000 - January 18, 2000

BREAN MURRAY & CO., INC.

CRD#: 7541

NEW YORK, NY

Past

September 11, 1998 - January 3, 2000

PRENTICE SECURITIES, INCORPORATED

CRD#: 22897

HALLANDALE, FL

Past

July 28, 1998 - March 23, 1999

BURLINGTON CAPITAL MARKETS INC.

CRD#: 26991

NEW YORK, NY

Past

April 23, 1997 - June 11, 1998

DAIWA CAPITAL MARKETS AMERICA INC.

CRD#: 1576

NEW YORK, NY

Past

June 30, 1995 - March 26, 1997

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

CRD#: 18032

NEW YORK, NY

Past

November 14, 1994 - July 20, 1995

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

October 22, 1991 - November 23, 1994

MIDWOOD SECURITIES, INC.

CRD#: 21520

NEW YORK, NY

Past

December 14, 1984 - October 8, 1991

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

May 8, 1980 - June 20, 1983

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

Past

February 1, 1977 - June 2, 1980

COLEMAN & COMPANY SECURITIES, INC.

CRD#: 1486

Past

October 21, 1976 - March 22, 1988

SMILEN INVESTMENT RESEARCH AND MANAGEMENT INCORPORATED

CRD#: 5385

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

New Jersey
(4/1/2026)

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

State Security Law Exam

IAR

Series 65

Date: 6/17/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/1976

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/14/1994

General Securities Principal Examination

Current Firm

STAR WEALTH ADVISORS

DWORETSKY FINANCIAL | TRUEPATH ADVISING | STAR WEALTH ADVISORS | MAXX WEALTH ADVISORS

CRD#: 332344 / SEC#: 801-130849

RIA

Registered Investment Advisory firm - (12/16/2024 Terminated)

Colorado

Registered Investment Advisory firm - (1/19/2026 Approved)

Florida

Registered Investment Advisory firm - (3/19/2025 Approved)

Michigan

Registered Investment Advisory firm - (3/26/2025 Approved)

New Jersey

Registered Investment Advisory firm - (1/20/2026 Approved)

Ohio

Registered Investment Advisory firm - (3/17/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432

Mailing Address

Phone number

(888) 201-7331

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 37,322,741

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.

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Advisor Monitoring

Firm Stability Insights

Robert A. Jacobs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Anthony Jacobs's CRS (Customer Relationship Summary).

Certified licenses

Experience

STAR WEALTH ADVISORS

CORECAP ADVISORS

ALLIED BEACON PARTNERS, INC.

ADVANCED PLANNING SECURITIES, INC.

CLARK DODGE & CO., INC.

TAFFERER TRADING, LLC

ENCLAVE CAPITAL LLC

ROBERT R. MEREDITH & CO., INC.

CHICAGO INVESTMENT GROUP, LLC

A.B. WATLEY, INC.

LABRANCHE FINANCIAL SERVICES, LLC

GALWAY SECURITIES CORPORATION

PRENTICE SECURITIES, INCORPORATED

BREAN MURRAY & CO., INC.

PRENTICE SECURITIES, INCORPORATED

BURLINGTON CAPITAL MARKETS INC.

DAIWA CAPITAL MARKETS AMERICA INC.

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

H.J. MEYERS & CO., INC.

MIDWOOD SECURITIES, INC.

CANTOR FITZGERALD & CO.

DEUTSCHE BANK SECURITIES INC.

COLEMAN & COMPANY SECURITIES, INC.

SMILEN INVESTMENT RESEARCH AND MANAGEMENT INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2019

Series 63

Date: 7/7/1993

Series 7

Date: 10/16/1976

Series 24

Date: 6/14/1994

Current Firm

STAR WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STAR WEALTH ADVISORS

TRUST BUT VERIFY

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