Jacob Mitchell Overbey

Current Employers

Employment History

• 02/2021 → 07/2024
  Raymond James & Associates, Inc.
  Jackson, TN
• 01/2019 → 01/2021
  Bancorpsouth
  Milan, TN
• 01/2017 → 12/2018
  Bancorpsouth
  Jackson, MS
• 06/2016 → 12/2016
  Bancorpsouth
  Jackson, TN
• 07/2024 → Present
  Voya Financial Advisors
  Jackson, TN

Previous Registrations

• 2021-06-03 → 2024-08-06
  Raymond James & Associates, Inc.
  Jackson, TN

Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: Insurance Rep NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/04/2024 ADDRESS: 24 Old Hickory Cv, Jackson TN 38305, United States DESCRIPTION: I sell Life Insurance. Term and Whole Life. FRIENDS OF HEART POSITION: Executive Board Member NATURE: Roles & Responsibilities of an Executive Board Member1. Governanceo Exercise the rights and responsibilities provided under the Tennessee NonprofitCorporation Act.o Establish policies and provide oversight for the business and programs of Friends of Heart.o Ensure that the organization remains true to its mission and values.2. Meetingso Attend all regularly scheduled board meetings (two meetings per business quarter).o Notify the Managing Director in advance if unable to attend; excused absences will berecorded.o Review meeting materials prior to each meeting and come prepared to participate indiscussions and decision-making.3. Leadership & Supporto Actively contribute to the development and approval of strategic goals and organizationalpriorities.o Serve as an ambassador for Friends of Heart in the community, promoting awareness andsupport for our programs.o Support development efforts by giving personally in a way that is meaningful and byencouraging others to do the same.4. Commitmento Respect confidentiality regarding board discussions, organizational operations, and donoror client information.o Work collaboratively with fellow board members, staff, and volunteers to advance themission of Friends of Heart. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 74 Directors Row, Jackson TN 38305, United States DESCRIPTION: See above. FIRST PRESBYTERIAN CHURCH POSITION: Committee Member NATURE: Church Leadership Volunteer Position for Stewardship Committee. The Stewardship Committee is much more focused on planning, communication, and engagement. Our current focus is on planning the stewardship campaign, including establishing campaign dates and coordinating marketing and communication efforts that will be sent to the congregation. The committee also speaks to the congregation about stewardship, ministry impact, and the importance of supporting the church's mission. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 1573 N Highland Avenue, Jackson TN 38301, United States DESCRIPTION: The Stewardship Committee is much more focused on planning, communication, and engagement. Our current focus is on planning the stewardship campaign, including establishing campaign dates and coordinating marketing and communication efforts that will be sent to the congregation. The committee also speaks to the congregation about stewardship, ministry impact, and the importance of supporting the church's mission.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-29

Other Names

• Jacob Mitchell Overbey
• Jacob Overbey