Benjamen Jacobs
Jacobs Wealth Management · Milford, Ohio
Benjamen Jacobs is a fee-only financial advisor at Jacobs Wealth Management in Milford, Ohio. Jacobs Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Jacobs Wealth Management |
|---|---|
| Based in | Milford, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $10.1M across 127 accounts |
| SEC registration | Investment adviser representative in KY, OH · CRD 6285250 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.jacobswealthmgmt.com |
| Profile |
How Benjamen's firm compares
- Jacobs Wealth Management's average account is about $80,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Benjamen
Is Benjamen Jacobs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamen holds no broker registration, and Jacobs Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamen charge for financial advice?
Benjamen's firm, Jacobs Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamen Jacobs based?
Benjamen Jacobs is based in Milford, Ohio.
Is Benjamen Jacobs registered with the SEC?
Yes. Benjamen Jacobs is registered as an investment adviser representative in KY and OH (CRD 6285250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Jacobs Wealth Management manage?
Jacobs Wealth Management reports $10.1M across 127 accounts in assets under management.
How do I contact Benjamen Jacobs?
Through Benjamen's website, www.jacobswealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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