Jacobs & Company
- Regulatory AUM
- $29.2M
- Discretionary
- $29.2M
- Clients
- 21
- Avg AUM / client
- $1.4M
- Accounts
- 24
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 03, 2024
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $2.2M | 7.68% |
| Insurance companies | 1 | $20.8M | 71.2% |
| Corporations and other businesses | 20 | $6.2M | 21.1% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Michael Jacobs | President Treasurer; Director | May 1988 (38y) | Less than 5% | |
| Tuckwiller, Bradley, Wayne | Chief Compliance Officer; Director | Dec 2002 (24y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jacobs Financial Group, Inc | Owner Of Jacbos & Company | May 2001 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/03/2024 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 03, 2024.
View current Form ADV (SEC/IAPD) ↗