AJ
AJ

Amy Elizabeth Jacobs

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
243 advisors
Number of Clients
21,683 clients
Average Client Portfolio
$720K average
Assets Under Management
$15.6B

Fee Structure

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Location

7600 Fern Avenue, Building 1300, Shreveport, LA, 71105

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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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Other Business Activities

Amy is a notary since 2000, spending minimal time annually on this activity. She also works as a Dasher for DoorDash, dedicating about 10-20% of her time to it.

Employment History
Current Registrations
Stephens
June 2014 - Present · 11 yrs 8 mos
StephensBroker
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Morgan Stanley
November 2010 - June 2014 · 3 yrs 7 mos
Morgan StanleyBroker
June 2009 - June 2014 · 5 yrs
Citigroup Global Markets INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
State Registrations38 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.