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Jacob Hood

United Capital Financial Advisors

Irving, TX

CRD 8049344

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Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-05
  • TX RA
    APPROVED
    Since 2025-03-05

Branch Locations

125 E John Carpenter Frwy Ste 1300, Irving, TX 75062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisors, Llc Irving TX 11/2024 02/2025
United Capital Financial Advisors, Llc Irving TX 02/2025 Present
Keller Williams Knoxville TN 10/2023 08/2024
Connor'S Steak & Seafood Knoxville TN 06/2023 10/2023
Unemployed Fresno CA 01/2014 06/2023
  • 11/2024 → 02/2025
    United Capital Financial Advisors, Llc
    Irving, TX
  • 02/2025 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 10/2023 → 08/2024
    Keller Williams
    Knoxville, TN
  • 06/2023 → 10/2023
    Connor'S Steak & Seafood
    Knoxville, TN
  • 01/2014 → 06/2023
    Unemployed
    Fresno, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-11
  • S65 Uniform Investment Adviser Law Examination
    2025-02-11

View on SEC IAPD

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GIBRALTAR CAPITAL MANAGEMENT, INC.
EDWARD JONES

Nearby Investors

JAY DEE COURTNEY
MARK ANTHONY MILLER
GENE STEVEN GURLEY

Nearby Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX

More in Irving, TX

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