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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 Jacobs is an investment advisor representative with Cape Investment Advisory, Inc. Paul has been in the industry since March 25, 2005 and is registered with the state of Texas as an Investment Advisor Representative. Paul specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/06/2017 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
TX
10/25/2013 - 07/29/2016
CALDWELL INTERNATIONAL SECURITIES (AUSTIN TX)
NA
08/15/2012 - 09/19/2012
CALDWELL INTERNATIONAL SECURITIES (NASSAU )
TX
12/02/2011 - 08/16/2012
VERITRUST FINANCIAL, LLC (AUSTIN TX)
TX
01/10/2011 - 12/07/2011
WADDELL & REED, INC. (AUSTIN TX)
TX
08/30/2010 - 01/07/2011
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
09/29/2008 - 07/29/2010
LPL FINANCIAL CORPORATION (AUSTIN TX)
TX
06/07/2007 - 09/26/2008
INVESTMENT PROFESSIONALS, INC. (ODESSA TX)
TX
04/25/2006 - 06/13/2007
NEW ENGLAND SECURITIES (SAN ANTONIO TX)
TX
06/27/2003 - 04/13/2006
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
BOTH
Issued 07/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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