JACOBS & COMPANY

RIASEC Registered
Total AUM
$29.2M
Discretionary
$29.2M
100% of AUM
Avg account
$1.2M
Accounts
24
Employees
1
Advisory reps
2

Firm details

Headquarters
CHARLESTON, West Virginia
CRD number
109133
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, US Government Bonds 45%, Derivatives 5%, Cash & Cash Equivalents 5%45%
  • Exchange Traded Equities45%
  • US Government Bonds45%
  • Derivatives5%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • JOHN JACOBS

    President, DirectorCRD 1886671

  • BRADLEY TUCKWILLER

    PresidentCRD 5029272

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth