Paul Kirsh Jacobson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 03/2019
  Capital Fiduciary Advisors, Llc
  Huntington, WV
• 04/2019 → Present
  Raymond James & Associates, Inc
  Huntington, WV

Previous Registrations

• 2015-12-21 → 2019-04-30
  Capital Fiduciary Advisors, Llc
  Huntington, WV
  Reston, VA
  Huntington, WV
• 2001-01-01 → 2016-03-28
  Independent Investment Advisors Inc.
  Huntington, WV

Other Businesses

(1) Name of Business: St. Mary's Medical Center Foundation Address: 1900 Third Avenue, Huntington, WV, 25701, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review investments.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-07
• S63 Uniform Securities Agent State Law Examination
  1997-04-18