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Kenneth Marc Jacobs

Lazard Freres & Co. LLC

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About Kenneth Marc Jacobs

Kenneth Marc Jacobs is a financial advisor with Lazard Freres & Co. LLC, a firm based in NEW YORK, NY. He has been in the industry since 1987. Previously, Kenneth Jacobs worked at Goldman, Sachs & Co. and Personal Economics Securities Corporation. Kenneth Jacobs holds the Series 7, Series 22, Series 24, SIE and Series 79TO licenses and has been registered with FINRA since 1988.

Firm Information

Kenneth Jacobs is currently registered with Lazard Freres & Co. LLC. Lazard Freres & Co. LLC is a Limited Liability Company formed in May 1995. It is registered in all 50 states and the District of Columbia, as well as with the SEC. The firm has been involved in 14 regulatory events and 2 civil events.

Not reported

Assets Under Management

Not reported

Total Clients

256

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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Kenneth Jacobs’s Registration & Firm History

NY

06/27/1988 - Present

Lazard Freres & Co. LLC (NEW YORK NY)

NA

05/23/1988 - 07/19/1988

GOLDMAN, SACHS & CO.

NA

01/14/1982 - 01/19/1983

PERSONAL ECONOMICS SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 11/27/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

BC

Issued 09/01/1981

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Marc Jacobs.
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