Jacobs Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,114,197
Total clients
53
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$190,834
About
Jacobs Wealth Management provides ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business owners. The firm documents client objectives in written Investment Policy Statements and offers an automated Jacobs Intelligent Portfolios Program (IPP) that invests in ETFs and mutual funds.
JWM typically manages client accounts on a discretionary basis and uses a blend of analytical methods—fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory—to construct portfolios. The firm combines automated features of the IPP (including automated rebalancing and optional tax‑loss harvesting via Schwab’s Institutional Intelligent Portfolios Platform) with the ability to implement active strategies such as options, margin, and short‑term trading when appropriate.
A distinctive aspect of the firm is its pension consulting offering for retirement plans (including written plan development, manager and service‑provider recommendations, and ongoing monitoring), a service that is relatively uncommon among independent advisers. JWM also requires custody at Schwab and therefore integrates Schwab’s institutional platform with its model and active management approach while managing roughly $10.1 million across about 53 client relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fixed fees up to $1,250.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
Fee-only: Financial planning fees between $0 and $1,250; fees are fixed and may be waived for wealth management clients.
Main office location
Jacobs Wealth Management, LLC
Milford OH, United States
Number of offices
1
Most active in
Jacobs Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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