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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-10 |
Branch Locations
325 Cherokee Blvd., Suite 301, Chattanooga, TN 37405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barnett & Company, Inc. | Chattanooga | TN | 10/2012 | 02/2019 |
| Raymond James Financial Services Advisors In. | Chattanooga | TN | 02/2019 | 05/2020 |
| Paul Jacobs & Company, Llc | Lookout Mountain | TN | 05/2004 | Present |
| Cadaret Grant & Co., Inc. | Chattanooga | TN | 05/2020 | 07/2025 |
| Lpl Financial Llc | Chattanooga | TN | 07/2025 | Present |
1- 07/2025 - Harrison United Methodist Church - Non-profit volunteer (not on board) - Assistant Scoutmaster Troop 82 - Not Investment Related - Harrison, TN - Start Date 10/01/1984 - 50 hours per month/ 2 hours during trading 2- 07/2025 - Charles H. Coolidge Medal of Honor Heritage Center - Non-Profit Board Member - Advisory Board Member - Not Investment Related - Chattanooga, TN - Start Date 01/01/2004 - 0 hours per month/ 0 hours during trading 3- 07/2025 - Paul Jacobs & Company, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2004 - 0 hours per month/ 0 hours during trading 4- 07/2025 - Paul F. Jacobs, Jr. - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/1993 - 0 hours per month/ 0 hours during trading 5- 07/2025 - Cherokee Area Council BSA - Non-Profit Board Member - Executive Board Member - Not Investment Related - Chattanooga, TN - Start Date 01/01/2004 - 7 hours per month/ during trading 6- 07/2025 - Lookout Mountain Presbyterian Church - Non-Profit Board Member - Deacon - Not Investment Related - Lookout Mountain, TN - Start Date 05/01/1993 - 10 hours per month/ 0 hours during trading 7- 07/2025 - Chambliss Center for Children - Non-profit volunteer (not on board) - Advisory Board Member - Not Investment Related - Chattanooga, TN - Start Date 01/01/2009 - 1 hour per month/ during trading 8- 07/2025 - Paul F. Jacobs, Jr. - Non-Variable Insurance - Agent - Not Investment Related - At Reported Business Location(s) - Start Date 10/01/1974 - 5 hours per month/ during trading 9- 07/2025 - Lawson Winchester Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2019 - 160 hours per month/ during trading 10- 07/2025 - Paul F. Jacobs, Jr. - Tax Prep/Accounting/CPA - Not Investment Related - At Reported Business Location(s) - Start Date 07/12/2007 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-09 |
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