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John K Jacob

JCM Capital Management

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About John K Jacob

John Jacob is an investment advisor representative associated with JCM Capital Management, based in Wichita, KS. John Jacob has been in the industry since January 1993. John Jacob has passed the Series 7 and Series 63 exams. John Jacob is registered with the state of Kansas and Texas. John Jacob previously worked with PRINCIPAL FINANCIAL SECURITIES,INC. and EDWARD D. JONES & CO., L.P.

Firm Information

John Jacob is currently registered with JCM Capital Management. JCM Capital Management is an investment advisor with 1 licensed agent and 1 investment advisor representative. They manage approximately $27,000,000 in assets, primarily for high-net-worth individuals. The firm provides portfolio management for individuals and businesses.

$27.00M

Assets Under Management

Not reported

Total Clients

1

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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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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John Jacob’s Registration & Firm History

KS

12/02/2021 - Present

JCM Capital Management (WICHITA KS)

TX

04/19/1993 - 07/10/1996

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

MO

01/06/1993 - 02/16/1993

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 01/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John K Jacob.
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