Samuel Jacobs is a registered investment advisor, based in New York, NY, with 31 years of industry experience.
Location
New York, NY
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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
Samuel is an employee of GBS and Manor House Cap Ins Svcs, where he sells life insurance, annuities, and disability insurance, dedicating about three-quarters of his time to GBS and a few hours per week to Manor House. He is also a minority owner of Lion Street and an IAR for TLG Advisors Inc, spending minimal time on the former and a few hours per week on the latter.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Manor House Capital Advisors, LLC
Manor House Capital LLCBroker
Mag Financial, INC.Broker
AXA Advisors, LLC
Progress Financial Advisors
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations16 states
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.