Kevin Francis Jacobs

Employer firm

Step By Step Financial, LLC CRD 146345

$62.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2008 → Present
  Step By Step Tax And Financial Planning
  Tulsa, OK
• 06/2025 → Present
  Step By Step Tax Solutions, Llc
  Tulsa, OK

Previous Registrations

• 2006-06-07 → 2007-12-21
  Securian Financial Services, Inc.
  Germantown, TN
  Germantown, TN

Other Businesses

A Investment-Related Activities Mr. Jacobs is not engaged in any other investment-related activities. B Non-Investment Related Activities Kevin Jacobs, the principal of Step By Step Financial, also owns Step By Step Tax Solutions, LLC, a separate and affiliated company. Step By Step Tax Solutions, LLC provides tax preparation services. This activity amounts to 5% of his time on a monthly basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-05
• S63 Uniform Securities Agent State Law Examination
  2005-10-27

Designations

• Certified Financial Planner