Jacob C Foster

Employer firm

Diversified, LLC CRD 331709

$2.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 02/2023
  Foster Transportation
  Birmingham, AL
• 02/2023 → 06/2024
  Diversified Llc
  Birmingham, AL
• 06/2024 → Present
  Diversified Enterprises, Llc Dba Diversified, Llc
  Mountain Brook, AL

Previous Registrations

• 2023-05-12 → 2024-11-04
  Diversified, Llc
  Birmingham, AL
  Wilmington, DE
  Wilmington, DE
• 2008-07-14 → 2011-02-10
  Edward Jones
  Fairhope, AL
  St Louis, MO
  Homewood, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-12
• S66 Uniform Combined State Law Examination
  2008-07-11

Designations

• Certified Financial Planner

Other Names

• Jacob Christian Foster