Brian
Jacobs

Pgim Investments LLC

CRD#1240138
Investment Advisor
in Newark, NJ

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About this Advisor

Brian Jacobs is a financial advisor based in Newark, New Jersey, working with Pgim Investments LLC. Brian has previously held positions at Foreside Fund Services, LLC, Rafferty Asset Management, LLC, Pgim Investments, and Prudential Investment Management Services LLC. Brian has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Brian is part of Pgim Investments LLC, which operates out of Newark, New Jersey. The firm has 558 employees and manages assets totaling $315.4 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pgim Investments LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

655 Broad Street
Newark, NJ 07102

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Pgim Investments LLC Brokerage Details

Total Assets Under Management

$315,351,503,018

NJ Average: $10,121,009,343
Total Number of Employees

558

NJ Average: 92
Total Number of Accounts

167

NJ Average: 6,978
Average Account Size

$1,888,332,353

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Brian Jacobs Work History

2021 - Present (3 years)

Pgim Investments

2021 - Present (3 years)

Prudential Investment Management Services LLC

2014 - 2021 (7 years)

Foreside Fund Services, LLC

2014 - 2021 (7 years)

Rafferty Asset Management, LLC

Disclosures

Please visit the SEC profile of Brian 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 Pgim Investments LLC

Neil Conway
Walnut Creek, CA
Jonathan Estes
Columbus, OH
Samir Ibrahim
Newark, NJ
Mark Donovan
Atlanta, GA
Zachary Martini
Newark, NJ
Nolan Hughes
Newark, NJ
Nicholas Kelly
Newark, NJ
Brian Jacobs
Newark, NJ

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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