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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-05-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayzata | MN | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayzata | MN | 11/2016 | 05/2023 |
| Raymond James Financial Services, Inc. | Medina | MN | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Medina | MN | 05/2023 | Present |
| Jacobs Investment Advisors | Medina | MN | 08/2023 | Present |
(1)Name of Business: Jacobs Investment Advisors Address: 805 Meander Ct, Medina, MN, 55340-4549, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA of Jacobs Investment Advisors, use as DBA for business accounting and reporting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-31 |
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