Jacobs & Company

Overview

Jacobs & Company is a state registered investment adviser based in Charleston, WV, registered since 2017. It reports $29.2M in assets under management across 24 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$29.2M

Discretionary

100%

Accounts

24

Average account

$1.2M

Employees

1

Advisory reps

1

Registered since

2017

Jurisdictions

3

As reported in the firm's December 2024 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• Insurance Companies

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• John Michael Jacobs President, Treasurer, Director CRD 1886671
• Bradley Wayne Tuckwiller Chief Compliance Officer, Director CRD 5029272

Advisory reps 1 of 1

• John Michael Jacobs Investment Adviser Rep CRD 1886671

Location

Headquarters

179 Summers St Ste 307
Charleston, WV 25301

County

Kanawha

Metro area

Charleston, WV

Region

South

Registrations

• State registered
• Registered in 3 jurisdictions

Every state, with registration dates

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