Mikael Jacobs is a CFP-designated registered investment advisor, based in Brentwood, TN, with 17 years of industry experience. Mikael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5314 Maryland Way, Ste. 300, Brentwood, TN, 37027
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Captrust
December 2022 - Present · 3 yrs 10 mos
Capfinancial Securities, LLC.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Trustcore Financial Services, LLC
July 2010 - March 2023 · 12 yrs 8 mos
Trustcore Investments LLCBroker
August 2009 - December 2020 · 11 yrs 4 mos
State Registrations2 states
TNTX
AdvisorBrokerBoth
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
No exam information available for this advisor.
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