Marc
Jacobson
Aegis Capital Corp
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About this Advisor
Marc Jacobson is a financial advisor based in Melville, New York with a total of 1 year of relevant experience. Jacobson is on the advisory team at Aegis Capital Corp. Over the course of their career, they have held roles at The Prudential Insurance Company Of America, Pruco Securities, LLC, Marc Jacobson & Associates, Sagepoint Financial, Inc and Aegis Capital Corp. Jacobson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Georgia, Idaho, Illinois, Indiana, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington and Wisconsin. Aegis Capital Corp is a financial advisory firm that has its headquarters in New York, NY. It has offices in 19 locations and a total of 297 advisors. It controls $1 billion in assets across its 2,166 accounts, making it one of the larger firms in the nation by assets under management. Of its 2,166 client accounts, 16% are associated with high-net-worth clients who have at least $1 million in investable assets. Aegis Capital Corp offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees largely depend on which services are offered. However, fees charged by Aegis Capital Corp can be comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,033,140,094
297
2,166
$476,981
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
Marc Jacobson Work History
Marc has been registered as a financial advisor for 1 years.*
Aegis Capital Corp
Marc Jacobson & Associates
Sagepoint Financial, Inc
The Prudential Insurance Company Of America
Pruco Securities , LLC
*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 Marc Jacobson 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 Aegis Capital Corp
New York, NY
New York, NY
Melville, NY
Melville, NY
New York, NY
Miami, FL
New York, NY
Portland, OR
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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