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James Allen Jacobs

TLG Advisors, Inc.

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About James Allen Jacobs

James Allen Jacobs is an investment advisor representative, registered with TLG Advisors, Inc. James has been in the industry since January 26, 1971. The firm's main office is in Littleton, Colorado. James is also registered with the state of Virginia as an investment advisor representative. James has 22 state registrations and has passed the Series 63, Series 65, Series 7TO, Series 1, and SIE exams. In addition to investment advisory services, James also provides insurance services through various insurance companies.

Firm Information

James Jacobs is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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placement of institutional funds

Placement of institutional funds

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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James Jacobs’s Registration & Firm History

VA

07/16/2019 - Present

TLG Advisors, Inc. (Chesterfield VA)

VA

10/20/1980 - 09/11/2018

AXA ADVISORS, LLC (CHESTERFIELD VA)

NY

01/27/1971 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/09/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for James Allen Jacobs. Review regulatory record here.
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