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Jacob R Sansom

Corecap Advisors

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About Jacob R Sansom

Jacob R Sansom is a financial advisor with Corecap Advisors and has been in the industry since May 2015. Jacob has a diverse set of licenses and registrations that allow Jacob to provide a wide range of financial advice. Jacob offers financial planning, educational seminars, and selection of other advisors. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jacob specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Jacob is committed to providing personalized financial advice to clients.

Firm Information

Jacob Sansom is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Jacob Sansom’s Registration & Firm History

OH

10/24/2024 - Present

Corecap Advisors (Centerburg OH)

OH

04/14/2015 - 12/15/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (CLYDE OH)

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Licenses & Designations

IA

Issued 10/22/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob R Sansom.
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