Jacobs & Company

Overview

Jacobs & Company is a corporate-structured advisory firm that serves an institutional client base while offering planning and portfolio management services for individuals, small businesses, and institutions. The firm charges fees as a percentage of assets under management and also bills hourly for certain services. It does not report active ESG investing, multi-state advisory registration, or pension consulting services. Ownership is listed as a combination of a domestic entity and an individual, and the firm has an industry affiliation with an insurance company. Services emphasize financial planning alongside discretionary portfolio management. The firm is not classified as a capital allocator or a related adviser to another registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices