Jacobs & Company

Jacobs & Company is a registered investment advisor established in 1988, transitioning to state registration in 2012. The firm, a wholly owned subsidiary of Jacobs Financial Group, Inc., offers personalized investment services for individuals, corporations, trusts, and other entities. Investment advice covers various securities, including government, municipal, and corporate securities, as well as options contracts and certificates of deposit. The firm manages assets totaling $29,215,998 on a discretionary basis as of November 21, 2024, with no non-discretionary assets. Fees for investment supervisory services are calculated quarterly based on the market value of client accounts. The firm does not participate in wrap fee programs and charges a flat fee of $150.00 per hour for other investment advice. Jacobs & Company operates on a discretionary basis, managing client accounts with investment decisions made under the terms of the Investment Management Agreement. Clients must have a minimum balance of $250,000 to open an investment advisory account. The firm's security analysis methods include Charting, Fundamental, Technical, and Cyclical analysis, with investment strategies tailored to client needs and risk preferences. The firm has no history of disciplinary actions and does not receive performance-based fees. Clients receive quarterly account statements directly from the custodian, and the firm has a Trading Continuity Plan in place for client account monitoring. John M. Jacobs, the President and Portfolio Manager, oversees account reviews and client conferences. The firm does not have custody of client accounts and manages securities accounts on a discretionary basis. Proxy voting decisions are made in the best interests of clients, and clients can request information on how their securities were voted. John M. Jacobs, the President, is a certified public accountant and has been managing client accounts since 1988. The firm and its employees do not receive performance-based fees and have not been involved in arbitration claims.