Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Calhoun Jacobs is a financial advisor with over 37 years of experience in the financial services industry. Russell Jacobs is a Registered Investment Advisor with Newedge Advisors, LLC and is also affiliated with Jacobs, Coolidge & Company, LLC. Jacobs has a strong background in investment management, financial planning and portfolio management. Russell Jacobs holds the Series 6, 7, 22, 63 and 65 securities licenses and is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®).
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.
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.
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2
LA
12/09/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
GA
09/05/2002 - 10/31/2023
MML INVESTORS SERVICES, LLC (St. Simons Island GA)
NY
06/06/1985 - 10/09/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/06/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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