Jeffrey Michael Jacobe

CRD 2523382 · J.P. Morgan Securities LLC · Houston, TX

IA RegisteredBroker

Also appears in the source record as: Jeff Jacobe

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 7TOSIESeries 63Series 65
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 23
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2523382 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

FINRA BrokerCheck ↗ · SEC IAPD ↗

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (9)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Houston, TX · BC capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Houston, TX · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Houston, TX · IA capacity

start not retrieved → present
Avalon Investment & Advisory
Houston, TX · IA capacity

Oct 12, 2018 → Dec 15, 2021
Hawkins Capital L.P.
Houston, TX · IA capacity

Feb 10, 2016 → Feb 22, 2018
Sarofim Trust Co
Houston, TX · IA capacity

Apr 15, 2010 → Jan 5, 2016
Sarofim International Management Co
Houston, TX · IA capacity

Apr 15, 2010 → Jan 5, 2016
Sarofim Fayez & Co
Houston, TX · IA capacity

Nov 12, 2002 → Jan 5, 2016
Sarofim Advisors Group Inc
Houston, TX · IA capacity

Apr 15, 2010 → Mar 26, 2014

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2523382 ↗ FINRA BrokerCheck record for CRD 2523382 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.