Jacob Binner
Binnerinvestments · Forsyth, Georgia
Jacob Binner is a fee-only financial advisor at Binnerinvestments in Forsyth, Georgia. Binnerinvestments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Binnerinvestments |
|---|---|
| Based in | Forsyth, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $640K across 2 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6956036 |
| Exams passed | Series 63 (2021) · Series 66 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jacob's firm compares
- Binnerinvestments's average account is about $320,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Jacob
Is Jacob Binner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Binnerinvestments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Binnerinvestments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Binner based?
Jacob Binner is based in Forsyth, Georgia.
Is Jacob Binner registered with the SEC?
Yes. Jacob Binner is registered as an investment adviser representative in GA (CRD 6956036), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Binnerinvestments manage?
Binnerinvestments reports $640K across 2 accounts in assets under management.
How do I contact Jacob Binner?
Contact details aren't on file yet. Search for Binnerinvestments.
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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