Eric
Jacobs
Global Wealth Strategies And Associates, LLC
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About this Advisor
Eric Jacobs is a financial advisor based out of Denver, Colorado who has 1 year of industry experience. Jacobs is currently employed by Global Wealth Strategies And Associates, LLC. During their career, the advisor has held roles at Northwestern Mutual Investment Services, LLC, Gws&A, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Company, Mml Investors Services, LLC and Global Wealth Strategies And Associates, LLC. Jacobs has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Colorado and Texas. Global Wealth Strategies And Associates, LLC is a business that has its headquarters in Denver, CO. It controls $208 million in total assets between its 1,678 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,678 client accounts, 17% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types charged by Global Wealth Strategies And Associates, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Wealth Strategies And Associates, LLC Brokerage Details
$207,926,584
11
1,678
$123,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Eric Jacobs Work History
Eric has been registered as a financial advisor for 1 years.*
Global Wealth Strategies And Associates, LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
Northwestern Mutual Investment Services, LLC
Gws&A
Northwestern Mutual Wealth Management Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Jacobs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Wealth Strategies And Associates, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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