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Christopher Jacobs

Private Client Services, LLC
11 Years of Experience
Saint Charles, MO
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Jacobs is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 11 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2085 Blue Stone Drive, Saint Charles, MO, 63303

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History

Regulatory History (2)
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Criminal
March 2012
Final Disposition
Criminal
July 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent for various insurance companies since 2015, spending full-time hours on this activity. He is also an advisory representative of a Registered Investment Advisor (RIA) and an investment advisor with Cambridge Investment Research, also dedicating full-time hours to each.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 1 yr 3 mos
Axius Advisors LLC
October 2024 - Present · 2 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2015 - July 2025 · 9 yrs 10 mos
Cambridge Investment Research, INC.Broker
September 2015 - July 2025 · 9 yrs 10 mos
State Registrations4 states
ILKSMOTX
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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