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Mikael Allen Jacobs

Captrust

Brentwood, TN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-12-22
TX RA APPROVED 2022-12-22
  • TN RA
    APPROVED
    Since 2022-12-22
  • TX RA
    APPROVED
    Since 2022-12-22

Branch Locations

5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • 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
Trustcore Brentwood TN 06/2009 12/2022
Capfinancial Securities Llc Raleigh NC 12/2022 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2022 Present
  • 06/2009 → 12/2022
    Trustcore
    Brentwood, TN
  • 12/2022 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 12/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2010-07-09 → 2023-03-20
    Trustcore Financial Services, Llc
    Brentwood, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-08
S63 Uniform Securities Agent State Law Examination 2009-11-13
  • S65 Uniform Investment Adviser Law Examination
    2010-07-08
  • S63 Uniform Securities Agent State Law Examination
    2009-11-13
Designations
Other Names
  • Mikael Jacobs

View on SEC IAPD

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CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC
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SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK
RELEVANCE CAPITAL MANAGEMENT, LLC

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BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY
STEVE TU-RAN ALVERSON
AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

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