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Mikael Winnie Jacobs

Captrust

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About Mikael Winnie Jacobs

Mikael Jacobs is a financial advisor with over 35 years of experience in the industry. Mikael is a Certified Financial Planner and holds the Series 7, Series 24, and Series 63 licenses. Mikael currently works with Captrust in Brentwood, TN. Prior to working at Captrust, Mikael was registered with TRUSTCORE INVESTMENTS LLC.

Firm Information

Mikael Jacobs is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mikael Jacobs’s Registration & Firm History

TN

12/22/2022 - Present

Captrust (Brentwood TN)

TN

02/25/1997 - 12/31/2020

TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)

NA

06/04/1987 - 12/31/1996

TRUSTMARK INVESTMENTS, INC.

NA

04/23/1985 - 08/29/1987

JACQUES-MILLER INVESTMENT COMPANY

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Licenses & Designations

BC

Issued 03/22/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mikael Winnie Jacobs.
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