Benjamen Drew Jacobs

Current Employers

Employment History

• 05/2016 → 03/2022
  Waterstone Investment Counsel, Llc
  Cincinnati, OH
• 01/2022 → Present
  Jacobs Wealth Management, Llc
  Milford, OH

Previous Registrations

• 2016-05-10 → 2022-04-01
  Waterstone Investment Counsel, Llc
  Cincinnati, OH
• 2014-03-17 → 2016-04-20
  Edward Jones
  Milford, OH
  St Louis, MO

Other Businesses

Benjamen Drew Jacobs is licensed to accept compensation for the sale of insurance products to JWM clients, and JWM and Mr. Jacobs may recommend or sell such products to JWM clients and receive compensation for such sale. This presents a conflict of interest as it gives JWM an Mr. Jacobs an incentive to recommend products based on the compensation received rather than on the client's needs. When recommending the sale of insurance products for which the supervised person receives compensation. JWM will document the conflict of interest in the client file and inform the client of the conflict od interest. JWM periodically reviews recommendations by its supervised persons to access whether they are based on an object evaluation of each client's risk profile and investment objectives rather than on the receipt of any commissions or other benefits. JWM will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be trying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). Clients always have the right to decide whether to purchase JWM recommended products and, if purchasing, have the right to purchase those products through other agents that are not affiliated with JWM. These activities are other business activities of both the Firm and Mr. Jacobs personally. This is investment related. Start date: 01/05/2022. Approximant # of hours/month he devotes to the other business, the number of hours he devotes to the other business during securities trading hours: Zero hours. Title: Independent Licensed Insurance Agent.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-15