CJ
CJ

Cathy Jacobs

30 Years of Experience
Akron, OH
Broker

Cathy Jacobs is a registered investment advisor, based in Akron, OH, with 30 years of industry experience.

Location

130 Springside Drive, Suite 300, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cathy is the President/Owner of Hydro-Lawn Landscaping & Design, Inc., spending a few hours per week on bookkeeping and financial aspects. She is also the Treasurer for New Beginnings of Akron, dedicating about 10-20% of her time to maintaining financial records and providing financial guidance.

Employment History
Current Registrations
Valmark Securities, INC.
January 2016 - Present · 10 yrs 6 mos
Valmark Securities, INC.Broker
January 2016 - Present · 10 yrs 6 mos
Valmark Advisers, INC.
December 2015 - Present · 10 yrs 7 mos
Previous Registrations
LPL Financial LLC
September 2013 - January 2014 · 4 mos
LPL Financial LLCBroker
September 2013 - January 2014 · 4 mos
Firstmerit Advisors, INC.
April 2010 - September 2013 · 3 yrs 5 mos
Firstmerit Financial Services, INCBroker
January 2010 - September 2013 · 3 yrs 8 mos
Invest Financial Corporation
May 2008 - January 2010 · 1 yr 8 mos
Invest Financial CorporationBroker
July 2005 - January 2010 · 4 yrs 6 mos
Firstmerit Securities, INC.Broker
February 1994 - July 2005 · 11 yrs 5 mos
State Registrations2 states
CAOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cathy Jacobs - Financial Advisor | TrueAdvisor