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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Benjamin Jacobs is a financial advisor with Palisades Hudson Asset Management, LP. Paul is a Certified Financial Planner and has been in the industry since September 2002. Paul has a strong background in tax preparation and planning, retirement and estate planning, and financial planning. Paul has a history of working with high-net-worth individuals, corporations, and pooled investment vehicles. Paul has been registered as an investment advisor representative in Florida, Georgia, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
08/24/2023 - Present
Palisades Hudson Asset Management, LP (Atlanta GA)
Active
Inactive
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