Amy Jacobs is a registered investment advisor at Stephens, based in Shreveport, LA, with 19 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.
Fee Estimator
Location
7600 Fern Avenue, Building 1300, Shreveport, LA, 71105
Get directionsHistory
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 Activities
Amy is a notary since 2000, spending minimal time annually on this activity. She also works as a Dasher for DoorDash, dedicating about 10-20% of her time to it.
Employment History
Current Registrations
Stephens
StephensBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations38 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.
Exams
More Advisors
- Michael HardisonStephens
- Craig LangStephens
- Robert Cockrell, CFPRaymond James & Associates, INC.
- Jeffrey Thompson, CFPAmeriprise Financial Services, LLC
- Hunter Greene, CFPLPL Financial LLC
- Christopher Lee, CFPLPL Financial LLC