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Current Employers
Jacobs Investment Management, Llc

Boynton Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-22
  • FL RA
    APPROVED
    Since 2023-05-22

Branch Locations

Boynton Beach, FL • 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
Millard West Highschool Omaha NE 01/2013 02/2017
The Gardens Of Boca Raton Boca Raton FL 02/2017 Present
Jacobs Investment Management, Llc Boynton Beach FL 07/2022 Present
  • 01/2013 → 02/2017
    Millard West Highschool
    Omaha, NE
  • 02/2017 → Present
    The Gardens Of Boca Raton
    Boca Raton, FL
  • 07/2022 → Present
    Boynton Beach, FL
Other Businesses

Name of Business: Jacobs Fund I, LP Address: 10546 Palacio Ridge Court, Boynton Beach, FL 33473 Is this an investment-related business? Yes Position / Title: Managing Partner (General Partner of the Fund) Start Date: January 1, 2026 Approximate Hours Per Month: 10-15 hours Approximate Hours During Securities Trading Hours: 2-3 hours Nature of the Business: Jacobs Fund I, LP is a private investment limited partnership focused on opportunistic and value-oriented investments. Description of Duties: Responsible for high-level oversight of fund strategy, due-diligence review, investor communications, and coordination with legal and compliance professionals. Activities are administrative and managerial in nature and do not involve brokerage functions. No advisory client assets are invested in the fund.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-22
  • S65 Uniform Investment Adviser Law Examination
    2022-02-22

View on SEC IAPD

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