James Jacobs
James Jacobs is a registered investment advisor at LPL Financial LLC, based in Brunswick, GA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1105 Fountain Park Cir, Brunswick, GA, 31520
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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
James operates Jacobs Wealth Management, LLC as a DBA for his LPL business, dedicating full-time hours. He also engages in non-variable insurance activities, allocating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Newedge Advisors
MML Investors Services, LLC
MML Investors Services, LLCBroker
Wachovia Securities, LLCBroker
Enterprise Fund Distributors, INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
New England SecuritiesBroker
State Registrations8 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.