Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Francis Jacobs is a financial advisor with over 40 years of experience in the financial services industry. Paul currently works with Cadaret, Grant & CO., Inc. Paul has a strong background in both investment management and insurance, having previously worked with PROEQUITIES, INC., ASCEND FINANCIAL SERVICES, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Paul holds both Series 1 and Series 63 licenses and is also a Chartered Financial Consultant. Paul specializes in providing financial advice and investment management services for individuals, corporations, businesses, pension plans, and charitable organizations. Paul is also a member of the board of directors for several organizations, including the Chambliss Center for Children, Cherokee Area Boy Scouts of America, and Charles H. Coolidge Medal of Honor Heritage Center. Paul is a member of the Lookout Mountain Presbyterian Church. Paul is committed to providing his clients with personalized financial advice and investment strategies tailored to their unique needs and goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TN
01/01/2025 - Present
Cadaret, Grant & CO., Inc. (Chattanooga TN)
TN
01/10/2000 - 02/01/2012
PROEQUITIES, INC. (CHATTANOOGA TN)
MN
08/17/1993 - 02/24/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
WI
05/04/1977 - 07/19/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
NA
03/01/1975 - 04/05/1977
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
03/01/1975 - 04/05/1977
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 09/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1975
Series 1 - Registered Representative Examination
Active
Inactive
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