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James Lee Jacobs

Osaic Wealth, Inc.

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About James Lee Jacobs

James Lee Jacobs is a financial advisor with over 35 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and is licensed in Colorado, Oklahoma, and Texas. James holds the Series 2, Series 63, and SIE licenses. James has previously worked with SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, ING FINANCIAL ADVISERS, LLC and AETNA LIFE INSURANCE AND ANNUITY COMPANY.

Firm Information

James Jacobs is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

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

OK

11/02/2018 - Present

Osaic Wealth, Inc. (Edmond OK)

OK

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (Edmond OK)

OK

08/07/2002 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (OKLAHOMA CITY OK)

CT

10/15/1993 - 08/08/2002

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

06/19/1983 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 07/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1973

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Lee Jacobs.
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