Jacob Schatz is a CFP-designated registered investment advisor, based in Collierville, TN, with 18 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Collierville, TN
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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
Jacob sells and services fixed insurance contracts, dedicating a few hours per week. He is also a partner/member of LNS Operations, LLC and a partner/advisor at Thrivent Advisor Network, LLC (DBA Intentgen Financial Partners), spending minimal time on the former and about 10-20% of his time on the latter.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Intentgen Financial Partners
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations20 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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