Paul Jacobs
Paul Jacobs is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Chattanooga, TN, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
325 Cherokee Blvd., Suite 301, Chattanooga, TN, 37405
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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
Paul is an insurance agent since 1977, selling fixed annuities, life/health, and LTC insurance, dedicating about 10-20% of his time. He also owns Lawson Winchester Wealth Management (full-time), Paul Jacobs & Company LLC, and is a member of Cherokee Capital Partners LLC, along with several board and community positions.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Raymond James Financial Services Advisors, INC
Barnett & CO INC
Investment Advisors
State Registrations1 state
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