Ameriprise Financial Services
46yrs
Top advisor by experience in Boynton Beach
5yrs
Ryan Jacobs
Full name on record: Ryan Michael Jacobs
Financial advisor at Jacobs Investment Management
Based in Boynton Beach, Florida, Ryan Jacobs is a fiduciary financial advisor with 5 years of industry experience. Ryan has been with Jacobs Investment Management since 2023. Jacobs Investment Management offers investment management and private fund management and is paid through a percentage of assets and performance-based fees.
One of 131 advisors with offices in Boynton Beach, and one of 119 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeBoynton Beach, FL
How the firm is paid ?Percent of assets, Performance fee, Other
States licensed ?1 state
Services through Jacobs Investment Management
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowJacobs Investment Management, LLCCurrent firm
Contact Ryan
(561) 223-8187Jacobs Investment Management main office Boynton Beach, FLOffice · Get directions Firm websitewww.jacobsinvestmentsolutions.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Jacobs Investment Management at (561) 223-8187 and ask for Ryan Jacobs. Ryan works from the Boynton Beach, FL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Jacobs Investment Management reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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