Jacob
Kaufman
Money Concepts Capital Corp
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About this Advisor
Jacob Kaufman is a financial advisor operating out of Libertyville, Illinois. Kaufman currently works for Money Concepts Capital Corp. Throughout their career, Kaufman has worked at Ball State University, Praxis Consulting, Sycamore Hills Golf Club, Regal Cinemas, R Nelson Snider High School, The Tranel Group and Money Concepts. Kaufman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Money Concepts Capital Corp is a financial advisory business operating out of Palm Beach Gardens, FL. It has offices in 24 locations and a total of 429 advisors. It has $3 billion in total assets between its 14,957 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 41 charitable organizations. Of its 14,957 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees largely depend on the financial services offered. However, fee types charged by Money Concepts Capital Corp most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,644,047,829
429
14,957
$176,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jacob Kaufman Work History
Jacob has been registered as a financial advisor for 0 years.*
Money Concepts
The Tranel Group
Praxis Consulting
Ball State University
Sycamore Hills Golf Club
R Nelson Snider High School
Regal Cinemas
R Nelson Snider High School
*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 Jacob Kaufman 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 Money Concepts Advisory Service
Palm Beach Gardens, FL
Owensboro, KY
Palm Beach Gardens, FL
Saint Peters, MO
Saint Peters, MO
Mcallen, TX
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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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