Jacobs Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jacobs Wealth Management provides ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business owners. The firm documents client objectives in written Investment Policy Statements and offers an automated Jacobs Intelligent Portfolios Program (IPP) that invests in ETFs and mutual funds.
JWM typically manages client accounts on a discretionary basis and uses a blend of analytical methods—fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory—to construct portfolios. The firm combines automated features of the IPP (including automated rebalancing and optional tax‑loss harvesting via Schwab’s Institutional Intelligent Portfolios Platform) with the ability to implement active strategies such as options, margin, and short‑term trading when appropriate.
A distinctive aspect of the firm is its pension consulting offering for retirement plans (including written plan development, manager and service‑provider recommendations, and ongoing monitoring), a service that is relatively uncommon among independent advisers. JWM also requires custody at Schwab and therefore integrates Schwab’s institutional platform with its model and active management approach while managing roughly $10.1 million across about 53 client relationships.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $1,250.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
Fee-only: Financial planning fees between $0 and $1,250; fees are fixed and may be waived for wealth management clients.
Main office
Milford OH
Advisors at this office
1
Most active in
Kentucky · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)