Jacobs Wealth Management, LLC

Overview

Jacobs Wealth Management, LLC is an independent registered investment adviser serving individual and family clients. The firm operates with a fee model that mixes a percentage of assets under management and fixed fees, and it offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments as the cornerstone of portfolio construction. The practice appears to run primarily discretionary strategies, managing client allocations on an ongoing basis through consolidated accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices