Jacob Lacy is a registered investment advisor, based in Aurora, CO, with 16 years of industry experience.
Location
Aurora, CO
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Regulatory History (1)
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Customer Dispute
August 2017Denied
Other Business Activities
Jacob is a partner and owner of rental real estate, dedicating minimal time as the property management is handled by a company. He is also an independent contractor and president for Longview Wealth Partners, spending about a quarter to half of his time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.
October 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
April 2017 - October 2022 · 5 yrs 6 mos
Raymond James & Associates, INC.Broker
April 2017 - October 2022 · 5 yrs 6 mos
Wells Fargo Clearing Services, LLC
April 2012 - April 2017 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
April 2012 - April 2017 · 5 yrs
Chase Investment Services CORP.
October 2010 - April 2012 · 1 yr 6 mos
Chase Investment Services CORP.Broker
October 2010 - April 2012 · 1 yr 6 mos
Edward Jones
March 2009 - July 2010 · 1 yr 4 mos
Edward JonesBroker
February 2009 - July 2010 · 1 yr 5 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.