Jacob
Sansom
Corecap Advisors
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About this Advisor
Jacob Sansom is a financial advisor based in Columbus, Ohio with 5 years of relevant experience. Sansom is on the advisory team at Corecap Advisors. During their career, the advisor has held roles at Cambridge Investment Research, Inc, First Federal Bank Of The Midwest, Cooper And Adel Financial, Corecap Advisors, LLC, Corecap Investments, LLC, Cambridge Investment Research Advisors, Inc and S & D Capital. Sansom has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California, District Of Columbia, Florida, Illinois, Indiana, Kentucky, Louisiana, North Carolina, Ohio, Pennsylvania and South Carolina. Corecap Advisors is an advisory company operating out of Southfield, MI. It has offices in 40 locations and a total of 121 employees. It manages $2 billion in assets across its 7,757 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 7,757 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. Corecap Advisors performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services are provided. However, fee types billed by Corecap Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$1,957,268,517
121
7,757
$252,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jacob Sansom Work History
Jacob has been registered as a financial advisor for 5 years.*
Corecap Advisors, LLC
Corecap Investments, LLC
Cooper And Adel Financial
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
S & D Capital
First Federal Bank Of The Midwest
First Federal Bank Of The Midwest
*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 Sansom 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 Corecap Advisors
Southfield, MI
Saginaw, MI
Southfield, MI
Southfield, MI
Southfield, MI
San Clemente, CA
Southfield, MI
Orland Park, IL
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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