Adam Jacobs
Adam Jacobs is a registered investment advisor at Oppenheimer & CO. INC., based in Beachwood, OH, with 17 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B 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 asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
25550 Chagrin Blvd, Ste 310, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business Activities
Adam is a shareholder in a family investment company, a member of the Greater Cleveland Food Bank committee, a Porsche Club instructor, and a managing member of a family investment entity. He also serves on the finance committee for the Cleveland Racquet Club, dedicating minimal time to this role.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
State Registrations19 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
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