JACOBS & COMPANY
Firm details
- Headquarters
- CHARLESTON, West Virginia
- CRD number
- 109133
- Website
- www.jacobs.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Insurance Companies71.21%
- Corporations / Businesses21.11%
- HNWI7.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jacobs & Company is a corporation that provides a range of financial advisory services, primarily focusing on portfolio management and financial planning. The firm caters to an institutional client base, offering tailored investment strategies and financial guidance. Their business activities include portfolio management for individuals, small businesses, and larger institutions, indicating a versatile approach to wealth management. While Jacobs & Company does not actively pursue ESG investments, it maintains a diverse investment strategy that includes various asset classes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- US Government Bonds45%
- Derivatives5%
- Cash & Cash Equivalents5%
Contacts
2 of 2JOHN JACOBS
President, DirectorCRD 1886671
BRADLEY TUCKWILLER
PresidentCRD 5029272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLESTON, WV
KANAWHA
Location
CHARLESTON, WV
Headquartered in CHARLESTON, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.
- Metro area
- Charleston-Huntington-Ashland, WV-OH-KY
- Region
- South
- County
- KANAWHA
- Address
- 179 Summers St
- Time zone
- ET (UTC-5)
- Office locations
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