Jacob Lindsey
Jacob Lindsey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1360 Caduceus Way, Bldg 800 Ste 101, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is an officer and board member for two non-profit organizations: Madison Village for Advanced Entrepreneurship, Inc. and Rocky Mount Elk Foundation - Athens Chapter. He dedicates a few hours per week to each organization, focusing on financial reconciliation, grant applications, event planning, and financial analysis.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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