linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Martin Jacobs

Global Wealth Strategies AND Associates, LLC

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

About Eric Martin Jacobs

Eric Jacobs is a registered investment advisor representative for Global Wealth Strategies And Associates, LLC. Eric has been working in the financial services industry since August 2012. Eric has licenses for both Colorado and Texas. Eric has also worked for Northwestern Mutual Investment Services, LLC, MassMutual Life Insurance Company, and MML Investors Services, LLC. Eric specializes in helping individuals, business development companies, and high-net-worth individuals. Global Wealth Strategies And Associates, LLC offers consulting, financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Eric Jacobs is currently registered with Global Wealth Strategies AND Associates, LLC. Global Wealth Strategies AND Associates, LLC is a Denver, CO-based registered investment advisor that provides financial planning, portfolio management, and consulting services to individuals, businesses, and business development companies. The firm manages approximately $290,545,583 in assets for 2,076 clients. They offer services including portfolio management for individuals, financial planning, and pension consulting.
Global Wealth Strategies AND Associates, LLC

3200 CHERRY CREEK SOUTH DRIVE

DENVER, CO 80209

$290.55M

Assets Under Management

2

Total Clients

10

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

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.

Eric Jacobs’s Registration & Firm History

CO

02/07/2022 - Present

Global Wealth Strategies AND Associates, LLC (DENVER CO)

CO

02/25/2015 - 02/15/2022

MML INVESTORS SERVICES, LLC (Denver CO)

CO

08/22/2012 - 12/11/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

CO

04/27/2011 - 06/04/2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)

CO

05/29/2009 - 04/28/2011

CHASE INVESTMENT SERVICES CORP. (WESTMINSTER CO)

CO

08/01/2008 - 02/18/2009

EDWARD JONES (DENVER CO)

Not sure if Eric Martin Jacobs is right for you?

Licenses & Designations

BOTH

Issued 08/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Martin Jacobs.
Not sure if Eric Martin Jacobs is right for you?