Sycamore Financial Advisors, Inc.

Overview

Sycamore Financial Advisors, Inc. is a state registered investment adviser based in Jackson, TN, registered since 2005. It reports $102M in assets under management across 370 accounts, with 4 employees. It has 5 investment adviser representatives.

Reported AUM

$102M

Discretionary

91%

Accounts

370

Average account

$275K

Employees

4

Advisory reps

5

Registered since

2005

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Leslie Irving Jaco Jr Principal CRD 1198112
• G Robert Hopper Stockholder CRD 5775428

Advisory reps 3 of 5

• James Alan Brown Investment Adviser Rep CRD 32435
• Leslie Irving Jaco Jr. Insurance Agent · Investment Adviser Rep CRD 1198112
• Paul B Shanklin Investment Adviser Rep CRD 4954897

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

51 Murray Guard Dr Ste B
Jackson, TN 38305

County

Madison

Metro area

Jackson, TN

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: sycamorefa.com

Every state, with registration dates

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