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1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-18 |
| TX | RA | APPROVED | 2017-04-06 |
Branch Locations
1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Prescott Valley, AZ • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Jacobs Wealth Planning Inc. | Austin | TX | 09/2008 | Present |
| Caldwell International Securities Corporation | Fischer | TX | 09/2013 | 10/2016 |
| Cape Securities, Inc. | Mcdonough | GA | 01/2017 | Present |
| Cape Investment Advisory | Mcdonough | GA | 01/2017 | Present |
1) DBA JACOBS WEALTH PLANNING, INC.; INVESTMENT RELATED BUSINESS- However, only a dba as all investment related transactions are processed through Cape Securities the B/D. 401 Congress Ave, Suite 1540, Austin TX 78701 President/CEO since 2008. 20 hours per month. Again only a dba so all hours devoted are hours devoted to Cape Securities 2) FIG/Cape Insurance Solutions - Insurance Agent since 2017; fixed and variable insurance, 1221 S. Congress Ave Unit 812 Austin TX 78704, Devotes 10 hours per month with 10 hours during trading hours, Commission based compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-16 |
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