Jeffrey
Jacobs

Salvus Wealth Management, LLC

CRD#4486947
Investment Advisor
in Red Bank, NJ

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About this Advisor

Jeffrey Jacobs is a financial advisor working out of Red Bank, New Jersey who has 7 years of relevant experience. Jacobs is on the advisory team at Salvus Wealth Management, LLC. Throughout their career, they have worked at 1St Global Capital Corp, Masters Smith & Wisby Pa, 1St Global Advisors Inc, Jjcpa, LLC and Salvus Wealth Management, LLC. Jacobs maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Salvus Wealth Management, LLC is a registered investment company operating out of Red Bank, NJ. It has a total of seven people on staff. It handles $242 million in assets under management across its 660 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 660 accounts, 65% are held by high-net-worth clients who have greater than $1 million in assets. The company has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on which service is provided. Fee types billed by Salvus Wealth Management, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

200 Schulz Drive Suite 402
Red Bank, NJ 07701

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Salvus Wealth Management, LLC Brokerage Details

Total Assets Under Management

$241,846,910

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

7

NJ Average: 92
Total Number of Accounts

660

NJ Average: 6,978
Average Account Size

$366,435

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeffrey Jacobs Work History

Jeffrey has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Salvus Wealth Management, LLC

2015 - Present (9 years)

Jjcpa, LLC

2011 - 2015 (4 years)

1St Global Capital Corp

2011 - 2015 (4 years)

1St Global Advisors Inc

2008 - 2015 (7 years)

Masters Smith & Wisby Pa

*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 Jeffrey 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 Salvus Wealth Management, LLC

Robert Joel
Red Bank, NJ
Sonja Elia
Red Bank, NJ
Charles Woolston
Red Bank, NJ
Aimee Jensen
Red Bank, NJ
Jeffrey Jacobs
Red Bank, NJ
William Mcnamara
Red Bank, NJ

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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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.

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