Eric Alan Jacoby

Current Employers

Employment History

• 09/2009 → 09/2016
  Nfp Advisor Services, Llc
  Los Angeles, CA
• 04/2016 → 05/2018
  Kestra Advisor Services, Llc
  Austin, TX
• 05/2018 → Present
  Jacoby Agency Insurance Services, Inc. Dba Afc Wealth Manage
  Encino, CA
• 04/1993 → Present
  Jacoby Agency Insurance Services, Inc.
  Encino, CA
• 09/2009 → 05/2018
  Kestra Investment Services, Llc
  Austin, TX
• 01/2011 → Present
  The Advisor Consulting Group
  Encino, CA

Previous Registrations

• 2016-04-21 → 2018-05-18
  Kestra Advisory Services, Llc
  Encino, CA
• 2009-09-09 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Encino, CA
• 2003-12-16 → 2009-09-08
  Mutual Service Corporation
  West Los Angeles, CA

Other Businesses

Business Name: The Jacoby Agency Insurance Services, Inc. Investment Related: Yes. Address: 16130 Ventura Blvd., Suite 400, Encino, CA 91436. Nature of Business: Insurance Agent. Position, Title or Relationship: Owner. Start date 04/19/93, over 50% of time. Duties: Insurance Sales. Name: The Advisor Consulting Group. Investment Related: No. Address: 4266 Valley Meadow Road, Encino, CA 91436. Nature of Business: Retirement, Insurance, and Tax Planning. Position, title or relationship: Insurance Agent. Start Date: 01/ 2011, 5% of time. Duties: joint casework.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-26

Designations