Russell Jacobs
Russell Jacobs is a CFP, ChFC-designated registered investment advisor at Newedge Advisors, based in St. Simons Island, GA, with 40 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
2467 Demere Rd., St. Simons Island, GA, 31522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell operates his LPL business through Jacobs, Coolidge & Company, LLC and also works as a Registered Investment Advisor DBA for Newedge Advisors, dedicating full-time hours to each. He also engages in non-variable insurance activities for a few hours per week, owns Finbene, LLC for tax/investment purposes, and owns rental real estate.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations22 states
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