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Leslie Irving Jaco

Sycamore Financial Advisors, Inc.

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About Leslie Irving Jaco

Leslie Irving Jaco is an investment advisor representative at Sycamore Financial Advisors, Inc. Leslie has been in the industry since 2005 and has experience with a variety of financial products and services. Leslie is registered with the state of Tennessee and Texas.

Firm Information

Leslie Jaco is currently registered with Sycamore Financial Advisors, Inc.. Sycamore Financial Advisors, Inc. is a registered investment advisor with approximately $88.2 million in regulatory assets under management. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have a team of 3 licensed agents and 4 investment advisor representatives.

$88.25M

Assets Under Management

200

Total Clients

5

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 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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Leslie Jaco’s Registration & Firm History

TN

04/05/2017 - Present

Sycamore Financial Advisors, Inc. (JACKSON TN)

TN

02/29/2008 - 10/14/2009

INVESTMENT PROFESSIONALS, INC. (TRENTON TN)

TN

10/14/2005 - 02/26/2008

WACHOVIA SECURITIES, LLC (BRENTWOOD TN)

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Licenses & Designations

IA

Issued 11/23/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leslie Irving Jaco.
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