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| Keyboard |
| Jacobs & Company LLC
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|---|---|
| CRD # | 107674 |
| SEC # | 801-12012 |
| CIK # | 0000857501 |
| AUM | 1,155.1 M (2026-04-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 415-777-1617 |
| Address | 595 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 8.2 |
| (b) Individuals (high net worth individuals) | 227 | 1,122.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 24.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 809 | 1,155.1 |
| By Discretionary | ||
| Discretionary | 809 | 1,155.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 809 | 1,155.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.4 | |
| United States Persons | 1,142.7 | |
| Total | 809 | 1,155.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000857501] | |
| 10-Q | [0000857501] | |
| 4 | [0000857501] | |
| 8-K | [0000857501] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Stout Charles L | |
| Jacobs Financial Group Inc | |
| Jacobs John M |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2017-09-27 | Buy | 100,000 | $0.01 | 1,000 |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2017-09-25 | Buy | 100,000 | $0.01 | 1,000 |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2017-08-05 | Buy | 2,505,618 | $0.01 | 25,056 |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2016-12-18 | Other | 67,000 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2016-11-16 | Buy | 51,539,338 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2015-12-22 | Buy | 500,000 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2015-12-17 | Other | 88,500 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2015-08-05 | Buy | 55,254,527 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2015-07-30 | Buy | 1,500,000 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2014-12-11 | Other | 8,000 | $0.02 | 160 |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2013-12-17 | Other | 65,915 | $0.01 | 659 |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2012-12-21 | Other | 36,500 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2012-07-09 | Grant | 12,500,000 | $0.00 | |
|
Jacobs Financial Group Inc JFGI
Common Stock
|
2011-12-14 | Other | 37,000 | $0.00 |
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|---|---|---|
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|
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|
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|
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|
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1,144.1 M | |
|
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|
CO | 1,114.9 M |
|
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|
CT | 1,113.2 M |
|
Rhame & Gorrell Wealth Management LLC
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