Jason
Iacobucci
Corda Investment Management, LLC
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About this Advisor
Jason Iacobucci is a financial advisor working out of Houston, Texas with a total of 14 years of relevant experience. Iacobucci is currently employed by Corda Investment Management, LLC. They have spent their entire employment at Corda Investment Management, Llc. Iacobucci maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Texas. Corda Investment Management, LLC is a company operating out of Houston, TX. The company has offices in four locations and a total of 25 employees. It administers $1 billion in assets under management among its 2,890 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 2,890 client accounts, 70% belong to high-net-worth individuals who have more than $1 million in assets. Corda Investment Management, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the financial services offered. However, fee types billed by Corda Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corda Investment Management, LLC Brokerage Details
$1,447,427,210
25
2,890
$500,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jason Iacobucci Work History
Jason has been registered as a financial advisor for 14 years.*
Corda Investment Management
*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 Jason Iacobucci 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 Corda Investment Management, LLC
Houston, TX
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Dallas, TX
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Houston, TX
Houston, TX
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