Jacob William Lacy

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Denver, CO
• 11/2016 → 04/2017
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 04/2017 → 10/2022
  Raymond James & Associates
  Denver, CO
• 10/2022 → Present
  Raymond James Financial Services, Inc.
  Greenwood Village, CO
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Greenwood Village, CO

Previous Registrations

• 2017-04-21 → 2022-10-26
  Raymond James & Associates, Inc.
  Denver, CO
• 2012-04-10 → 2017-04-26
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO
  Greenwood Village, CO
  Denver, CO
  Littleton, CO
  Aurora, CO
  Englewood, CO
• 2010-10-14 → 2012-04-11
  Chase Investment Services Corp.
  Longmont, CO
  Boulder, CO
  Boulder, CO
• 2009-03-04 → 2010-07-01
  Edward Jones
  Denver, CO
  St Louis, MO

Other Businesses

(1)Name of Business: Address: 231 Hawk Circle #2321, Dillon, CO, 80435, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 07/05/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am half-owner, but the property management tasks are handled entirely by a management company, Summit Cove Rentals. (2)Name of Business: Elevation Wealth Partners Address: 5251 Dtc Pkwy Ste 1150, Greenwood Village, CO, 80111-2771, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisors (3)Name of Business: EZ Retail, LLC Address: 6262 S Kellerman Ct., Aurora, CO, 80016, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a guarantor listed on the franchise agreement of this retail business, as required by the franchisor, Winmark Corporation. I am not otherwise associated/affiliated with this business, and will not operate its business nor hold any legal authority on its behalf. (4)Name of Business: Longview Wealth Partners Address: 5251 DTC Pkwy, suite 1150, Greenwood Village, CO, 80111, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 10/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for Raymond James ICD

Exams

• S66 Uniform Combined State Law Examination
  2009-02-20