TrueAdvisor
TrueAdvisor
SJ
CFP
SJ
CFP

Sheila Jacobs

&partners
28 Years of Experience
Atlanta, GA
Broker
View SEC Summary
View SEC Summary

Sheila Jacobs is a CFP-designated registered investment advisor at &partners, based in Atlanta, GA, with 28 years of industry experience. Sheila is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1175 Peachtree St NE, Suite 1000, Atlanta, GA, 30361

Get directions

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.

Learn about disclosures →
Other Business Activities

Sheila is an author of children's books and a book about "firsts", and receives royalties. Sheila also co-owns rental property and teaches personal finance, dedicating minimal time to each.

Employment History
Current Registrations
&partnersBroker
September 2026 - Present · 1 mo
&partners
September 2026 - Present · 1 mo
Previous Registrations
Wells Fargo Advisors
December 2013 - September 2026 · 12 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2013 - September 2026 · 12 yrs 9 mos
Gitterman & Associates Wealth Management, LLC
December 2010 - April 2012 · 1 yr 4 mos
Triad Advisors, INC.Broker
August 2010 - April 2012 · 1 yr 8 mos
H.D. Vest Investment ServicesBroker
July 2010 - August 2010 · 1 mo
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.Broker
June 2007 - January 2008 · 7 mos
A. G. Edwards & Sons, INC.
June 2007 - January 2008 · 7 mos
Raymond James Financial Services
February 2004 - June 2007 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2004 - June 2007 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
March 1997 - January 2004 · 6 yrs 10 mos
Aag Securities, INC.Broker
October 1996 - March 1997 · 5 mos
Pruco Securities CorporationBroker
August 1995 - October 1996 · 1 yr 2 mos
State Registrations26 states
ALAZCACODCFLGAILINLAMAMDMNNCNJNMNVNYOHOKORPATXUTWAWI
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.
More Advisors
More financial advisors in Atlanta, GA →All financial advisors in Georgia →