JB
JB

Jacob Baucco

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

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Location

1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122

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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

Jacob works as an Investment Associate at Capital Advisors, Ltd., focusing on portfolio allocation and investment reports. This is a full-time role.

Employment History
Current Registrations
Capital Advisors, LTD., LLC
May 2024 - Present · 1 yr 9 mos
Lincoln Investment
April 2024 - Present · 1 yr 10 mos
Lincoln InvestmentBroker
November 2023 - Present · 2 yrs 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.