A complete list of active advisors currently associated with Jacobs & Company

Warmer can help you find a great advisor at Jacobs & Company or one who fits your needs even better.

Jacobs & Company is a state‑registered independent investment adviser that provides personalized investment supervisory services to individuals, corporations, trusts and other entities, including corporate and institutional clients as well as insurance‑company clients. The firm manages discretionary portfolios across fixed‑income, equity, balanced and cash‑equivalent strategies and also provides financial planning and advisory consultations. The firm says it tailors investment strategies to each client’s objectives and risk tolerance, employing a broad array of securities—U.S. government and municipal bonds, corporate debt, exchange‑listed and OTC equities, certificates of deposit—and implements option strategies such as covered‑call writing. Jacobs & Company monitors accounts daily, applies charting, fundamental, technical and cyclical analysis, and discloses the use of derivatives (including options) within separately managed accounts. Jacobs & Company is a wholly owned subsidiary of Jacobs Financial Group and operates alongside affiliated insurance and surety businesses, with referral arrangements that bring client collateral accounts from those affiliates to the Adviser. The brochure also discloses ongoing regulatory and financial matters: the firm is conditionally registered with the West Virginia Auditor’s Office under a consent order, has posted a $150,000 surety bond as a registration condition, and its auditors have qualified their opinion noting substantial doubt about the Adviser’s ability to continue as a going concern, with continued reliance on parent‑company support.

To learn more about the advisors currently working at Jacobs & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.