Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Jacobs is a registered investment advisor representative with O'Shaughnessy Asset Management, LLC. Kevin has been in the financial services industry since 2013 and has experience working with individuals, corporations, pooled investment vehicles, charitable organizations, and government entities. Kevin is committed to helping clients achieve their financial goals through personalized investment strategies. Kevin Jacobs has earned the Series 3, Series 7, Series 63, and Series 66 licenses and is licensed to conduct business in Connecticut.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
05/24/2023 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
CT
12/13/2018 - 12/06/2022
FRANKLIN DISTRIBUTORS, LLC (STAMFORD CT)
NY
07/15/2015 - 04/18/2017
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
05/23/2014 - 07/17/2015
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
BOTH
Issued 05/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 3 - National Commodity Futures Examination
BC
Issued 05/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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