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Jason Michael Iacobucci

Corda Investment Management, LLC

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About Jason Michael Iacobucci

Jason Michael Iacobucci is a Registered Investment Advisor Representative with Corda Investment Management, LLC, a firm based in Houston, Texas. Jason has been in the financial services industry since 2001 and has extensive experience in portfolio management for both businesses and individuals. His commitment to providing personalized financial guidance has helped him build a strong track record of success for clients.

Firm Information

Jason Iacobucci is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

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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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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percentage of assets

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

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Jason Iacobucci’s Registration & Firm History

TX

06/18/2009 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

07/31/2002 - 10/09/2008

TD AMERITRADE, INC. (THE WOODLANDS TX)

MN

06/27/2001 - 02/06/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/27/2001 - 02/06/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NJ

01/26/2001 - 04/26/2001

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 06/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/01/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/14/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/25/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Iacobucci.
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