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Jacobi MacK

Lincoln Financial Distributors, Inc.

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About Jacobi MacK

Jacobi MacK is a financial advisor with Lincoln Financial Distributors, Inc. Jacobi is registered with FINRA and is licensed to sell securities in Indiana. Jacobi's career in the securities industry started in 2023 when Jacobi joined Lincoln Financial Advisors Corporation in Fort Wayne, Indiana. Prior to that, Jacobi was an advisor at Mutual of America Securities LLC in Indianapolis, Indiana. Jacobi has passed the Series 6TO and SIE exams.

Firm Information

Jacobi MacK is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Jacobi MacK’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

11/13/2023 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/01/2023 - 11/16/2023

MUTUAL OF AMERICA SECURITIES LLC (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 12/30/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacobi MacK.
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