Paul
Jacobs
Palisades Hudson Asset Management, L.P
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About this Advisor
Paul Jacobs is a financial advisor based in Atlanta, Georgia, working with Palisades Hudson Asset Management, L.P. Paul has previously held a position at Palisades Hudson Asset Management, L.P. Paul is registered to provide services in Florida, Georgia, and Texas. Currently, Paul is part of Palisades Hudson Asset Management, L.P, which operates out of Atlanta, Georgia. The firm has 5 offices and 18 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Palisades Hudson Asset Management, L.P includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Palisades Hudson Asset Management, L.P Brokerage Details
$1,487,780,922
18
176
$8,453,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Paul Jacobs Work History
Palisades Hudson Asset Management, L.P
Disclosures
Please visit the SEC profile of Paul 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 Palisades Hudson Asset Management, L.P
Fort Lauderdale, FL
Austin, TX
Atlanta, GA
Stamford, CT
Beaverton, OR
Atlanta, GA
Fort Lauderdale, FL
Fort Lauderdale, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
