Paul Jacobson
Paul Jacobson is a registered investment advisor at Raymond James & Associates, INC., based in Huntington, WV, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Capital Centre, 750 4th Ave., First Floor, Huntington, WV, 25701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a finance/investment committee member for St. Mary's Medical Center Foundation, a non-profit organization, since July 2024. He spends minimal time reviewing investments for them.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Capital Fiduciary Advisors, LLC
Independent Investment Advisors INC.
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations41 states
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