Adam Ryan Jacobs

Oppenheimer & CO. INC.

16 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Oppenheimer & CO. INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

1106 advisors

Number of Clients

37,605 clients

Average Client Portfolio

$862K average

Assets Under Management

$32.4B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$250

Location

25550 Chagrin Blvd, Ste 310, Beachwood, OH, 44122

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History

Regulatory History (2)

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Customer Dispute

April 2024

Pending

Customer Dispute

June 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Adam is a shareholder in a family investment company, a member of the Greater Cleveland Food Bank committee, a Porsche Club instructor, and a managing member of a family investment entity. He also serves on the finance committee for the Cleveland Racquet Club, dedicating minimal time to this role.

Employment History

Current Registrations

Oppenheimer & CO. INC.

April 2009 - Present · 16 yrs 10 mos

Oppenheimer & CO. INC.

January 2009 - Present · 17 yrs 1 mo

Oppenheimer & CO. INC.Broker

January 2009 - Present · 17 yrs 1 mo

State Registrations18 states

AZCACOFLGAILMAMDMINCNHNJNYOHRITXVAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.