Jacobs & Company

Overview

Jacobs & Company is an independent, Ohio-registered advisory corporation that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements are a mix of percentage-of-AUM billing and hourly charges. Ownership is recorded as a combination of a domestic entity and individual ownership, and the firm maintains an affiliation with an insurance company. The ADV indicates Jacobs & Company does not position itself as a capital allocator, does not identify as an active ESG investor, and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices