James Allen Jacobs

Current Employers

Employment History

• 09/1999 → 09/2018
  Axa Advisors, Llc
  New York, NY
• 09/2018 → Present
  The Leaders Group, Inc.
  Littleton, CO
• 09/2018 → Present
  Pinnacle Ins & Investments, Llc
  Jacksonville, FL

Previous Registrations

• 1992-08-25 → 2018-09-11
  Equitable Advisors, Llc
  Chesterfield, VA
  Chesterfield, VA

Other Businesses

1.) JJCCB formerly JBS LLC - 01/01/1998 - 10108 Krause Road, Suite 201, Chesterfield, VA 23832 - Owner, Not Invt Rel, Real Estate Partnership, 4 hrs/mo; 4 hrs/mo (during trading hours). 2.) Courthouse Commons Assoc - Thalhirner Center, 1100 West Broad Street, Glen Allen, VA 23060 - President, Operational Advisory Relationship, Not Invt Rel, Advisory Board, 2 hrs/mo; 2 hrs/mo (during trading hours). 3.) Rental Property - 8/1/2012 - 10 Singleton Shores Manor, Hilton Head, SC 29928 - Owner/landlord, Collects rent, Not Invt Rel, Rental House; 4 hrs/mo; 4 hrs/mo (during trading hours). 4.) Forman & Assoc - 3/1/1997 - 301 Concourse Blvd, #306, Glen Allen, VA 23059 - Agent, Disability Sales, Not Invt Rel, Disability Insurance Business, 4 hrs/mo; 4 hrs/mo (during trading hours). 5.) First National Brokerage, Corp - 3/27/2009 - 5311 Patterson Avenue, Richmond, VA 23226 - Agent, Health Insurance Sales, Not Invt Rel, Health Insurance Business, 4 hrs/mo; 4 hrs/mo (during trading hours). 6.) Independent Insurance Agent - 8/31/1987 - 10108 Krause Road, Suite 201, Chesterfield, VA 23832 - Agent of various carriers, Sale of Life, LTC, Disability, Health and Annuity Insurance, Not Invt Rel, Insurance Business, 3 hrs/mo; 3 hrs/mo (during trading hours). 7.) Pinnacle Ins & Investments LLC - 9/10/2018 - 7791 Belfort Pkwy, Jacksonville, FL 32256 - Agent, Sales, Not Invt Rel, Insurance Business, 4 hrs/mo; 4 hrs/mo (during trading hours). 8.) Milestone Financial Solutions - 10108 Krause Road, Suite 201, Chesterfield, VA 23832 - Owner, Inv't Rel, Sales, 160 Hrs/Mo;160 Hrs/Mo (during trading hours). 9.) TLG Advisors, Inc. - Since 09/19/2018 - 26 W Dry Creek Circle, Suite 800 - Littleton, CO 80120 - Investment Related - IAR Business - IAR Rep - Devote Approx: 20 hrs p/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-09
• S63 Uniform Securities Agent State Law Examination
  1983-12-19

Other Names

• Jimmy Jacobs