linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bruce Ira Jacobs

Jacobs Levy Equity Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bruce? Claim Your Profile

About Bruce Ira Jacobs

Bruce Ira Jacobs is an Investment Advisor Representative at Jacobs Levy Equity Management, Inc.. Bruce has been with the firm since September 1986. Bruce has been a registered Investment Advisor Representative in New Jersey since July 19, 2002. Bruce holds the Series 3 license. The firm specializes in portfolio management for businesses, investment companies and pooled investment vehicles.

Firm Information

Bruce Jacobs is currently registered with Jacobs Levy Equity Management. Jacobs Levy Equity Management is an investment firm headquartered in FLORHAM PARK, NJ. They manage over $22.88 billion in assets for clients including investment companies, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The firm provides portfolio management services for businesses, investment companies, and pooled investment vehicles. They are registered with the SEC under number 801-28257.
Jacobs Levy Equity Management

100 CAMPUS DRIVE

FLORHAM PARK, NJ 07932-0650

$22.88B

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bruce Jacobs’s Registration & Firm History

NJ

07/19/2002 - Present

Jacobs Levy Equity Management (FLORHAM PARK NJ)

Not sure if Bruce Ira Jacobs is right for you?

Licenses & Designations

BC

Issued 04/22/1992

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Ira Jacobs.
Not sure if Bruce Ira Jacobs is right for you?