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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2022
- Office Locations
- 1
Office Locations
About Jacobs Wealth Management, LLC
Jacobs Wealth Management is an independent RIA providing holistic financial planning and ongoing investment management built around client goals—not product sales. The firm supports families and business owners with financial education and guidance, including retirement, tax and estate planning and business succession. Portfolios emphasize asset allocation, primarily implemented with ETFs (and mutual funds), with Schwab as a key custodian.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
BENJAMEN DREW JACOBS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6285250
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,114,197 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,114,197 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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