AJ
AJ

Allen Anton Jacobi

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

540 Madison Ave., 9th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Snowden Capital Advisors LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Fieldpoint Private Securities LLC
June 2012 - August 2022 · 10 yrs 2 mos
State Registrations3 states
NJNYTX
Advisor
Exams
No exam information available for this advisor.