Jeffrey Michael Jacobe

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2015 → 01/2018
  Hawkins Capital L.P.
  Houston, TX
• 12/2015 → 06/2018
  Hjr Capital Llc
  Houston, TX
• 10/2018 → 07/2021
  Avalon Advisors, Llc
  Houston, TX
• 11/2021 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 11/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2021 → 11/2021
  Unemployed
  Houston, TX
• 07/2018 → 09/2018
  Unemployed
  Houston, TX

Previous Registrations

• 2018-10-12 → 2021-12-15
  Avalon Investment & Advisory
  Houston, TX
• 2016-02-10 → 2018-02-22
  Hawkins Capital L.P.
  Houston, TX
• 2002-11-12 → 2016-01-05
  Fayez Sarofim & Co.
  Houston, TX
• 2010-04-15 → 2016-01-05
  Sarofim Trust Co
  Houston, TX
• 2010-04-15 → 2016-01-05
  Sarofim International Management Co
  Houston, TX
• 2010-04-15 → 2014-03-26
  Sarofim Advisors Group Inc
  Houston, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-30
• S65 Uniform Investment Adviser Law Examination
  2002-04-25

Designations

• Chartered Financial Analyst

Other Names

• Jeff Jacobe