Cole
Jacobs

Towers Watson Investment Services, Inc

CRD#6933878
Investment Advisor
in Atlanta, GA

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About this Advisor

Cole Jacobs is a financial advisor based in Atlanta, Georgia, working with Towers Watson Investment Services, Inc. Cole has previously held a position at Aon and is registered to provide services in Texas. Currently, Cole is part of Towers Watson Investment Services, Inc, which operates out of Atlanta, Georgia. The firm has 12 offices and 208 employees. The firm manages assets totaling $51.4 billion. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars, and other services. The fee structure at Towers Watson Investment Services, Inc includes asset-based, hourly, fixed, and other fees.

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5 Concourse Parkway 18Th Floor
Atlanta, GA 30328

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Towers Watson Investment Services, Inc Brokerage Details

Total Assets Under Management

$51,371,522,113

GA Average: $6,674,516,078
Total Number of Employees

208

GA Average: 44
Total Number of Accounts

123

GA Average: 2,564
Average Account Size

$417,654,651

GA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
  • Other

Cole Jacobs Work History

2013 - 2018 (5 years)

Aon

Disclosures

Please visit the SEC profile of Cole 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 Towers Watson Investment Services, Inc

Joseph Auger
Saint Louis, MO
Cole Jacobs
Atlanta, GA
Dana Brown
Atlanta, GA
Dakota Burke
Atlanta, GA
Travis Gaertner
Seattle, WA
Samarth Zaveri
Chicago, IL
Christy Loop
Alpharetta, GA
Benjamin Leach
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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