Sheila Adair Jacobs

Current Employers

Employment History

• 11/2013 → 11/2016
  Wells Fargo Advisors Llc
  Yardley, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Yardley, PA

Previous Registrations

• 2010-12-20 → 2012-04-09
  Gitterman Wealth Management, Llc
  Lahaska, PA
  Edison, NJ
• 2008-01-01 → 2009-11-10
  Wells Fargo Clearing Services, Llc
  Chester, NJ
  St. Louis, MO
• 2007-06-04 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Chester, NJ
• 2004-02-02 → 2007-06-06
  Raymond James Financial Services, Inc.
  Newtown, PA
  Landover, MD
  Newtown, PA
  Saint Augustine, FL

Other Businesses

THREE CHILDREN'S' BOOKS "JAKE SAVES THE DAY", "JAKE EARNS A TREAT", AND "JAKE'S BIG BANG" AVAILABLE ON AMAZON.COM., NOT INV RELATEDE, SUBJECTS ARE SAVING AND SHARING. THE FIRST BOOK WAS PUBLISHED 2/8/2011, THE SECOND2/9/2011 AND THE THIRD, 4/20/2012. COMPENSATED WITH AUTHOR ROYALTIES,0 HOURS. RENTAL PROPERTY; INVESTMENT; RIEGELWOOD, NC; 100% OWNERSHIP WITH SPOUSE; START DATE 01/2007; 0 HOURS PER MONTH; NO DUTIES. TEACHING, NOT INVT RELATED, DULUTH, GA. FUNDAMEMTALS OF PERSONAL FINANCE, INSTRUCTOR, START DATE 01/01/2024, 4 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING FUNDAMENTALS OF PERSONAL FINANCE. BOOK: FIRSTS; NOT INV. RELATED; DULUTH,GA; AUTHOR; START DATE 01/01/2023; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; TELLING STORIES OF PEOPLE WHO ARE THE FIRST IN THEIR ROLE. SHEILA JACOBS-SOLE PROPRIETOR ; INV RELATED;DULUTH ,GA; 100% OWNERSHIP; START DATE: 07/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2013-12-17
• S63 Uniform Securities Agent State Law Examination
  1999-09-14

Designations