Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Jacobs has been in the financial services industry for 39 years. Theodore Jacobs is currently registered with Kingswood Capital Partners, LLC in Tacoma, Washington. Theodore Jacobs has been with this firm since May 2023 and is registered to conduct business in 11 states. Previously, Theodore Jacobs was employed with BENCHMARK INVESTMENTS, LLC, KOVACK SECURITIES INC., IFS SECURITIES, KMS FINANCIAL SERVICES, INC., WORKMAN SECURITIES CORPORATION, UNITED HERITAGE FINANCIAL SERVICES, INC., PAN-AMERICAN FINANCIAL ADVISERS, SECURITIES AMERICA, INC., ADMINISTRATIVE SYSTEMS, INC., 1717 CAPITAL MANAGEMENT COMPANY and NYLIFE SECURITIES INC. Theodore Jacobs has passed the Series 1, Series 6TO, Series 22TO, and SIE exams. Theodore Jacobs also holds the Series 63 license.
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.
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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2
WA
05/19/2023 - Present
Kingswood Capital Partners, LLC (Tacoma WA)
WA
01/17/2020 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Tacoma WA)
WA
05/20/2019 - 07/26/2019
KOVACK SECURITIES INC. (Tacoma WA)
WA
04/15/2014 - 04/22/2019
IFS SECURITIES (Tacoma WA)
WA
05/12/2011 - 10/31/2013
KMS FINANCIAL SERVICES, INC. (TACOMA WA)
WA
06/20/2003 - 12/31/2010
WORKMAN SECURITIES CORPORATION (TACOMA WA)
ID
08/03/2001 - 07/01/2003
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
LA
03/22/1999 - 07/13/2001
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NE
01/30/1998 - 03/19/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
WA
11/05/1996 - 02/06/1998
ADMINISTRATIVE SYSTEMS, INC. (SEATTLE WA)
DE
08/27/1993 - 11/04/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
10/28/1982 - 08/27/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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