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Paul Francis Jacobs

LPl Financial LLC

Chattanooga, TN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-10
  • TN RA
    APPROVED
    Since 2025-07-10

Branch Locations

325 Cherokee Blvd., Suite 301, Chattanooga, TN 37405 • 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
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
  • 10/2012 → 02/2019
    Barnett & Company, Inc.
    Chattanooga, TN
  • 02/2019 → 05/2020
    Raymond James Financial Services Advisors In.
    Chattanooga, TN
  • 05/2004 → Present
    Paul Jacobs & Company, Llc
    Lookout Mountain, TN
  • 05/2020 → 07/2025
    Cadaret Grant & Co., Inc.
    Chattanooga, TN
  • 07/2025 → Present
    Chattanooga, TN
Previous Registrations
  • 2020-09-04 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Chattanooga, TN
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
  • 2019-02-25 → 2020-05-26
    Chattanooga, TN
  • 2013-04-23 → 2019-03-04
    Chattanooga, TN
  • 2004-01-28 → 2012-02-01
    Concourse Financial Group Securities, Inc.
    Chattanooga, TN
    Chattanooga, TN
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-09
  • S63 Uniform Securities Agent State Law Examination
    1993-09-09
Designations
Other Names
  • Paul Francis Jacobs

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