Eric Martin Jacobs
Investment adviser representative at Global Wealth Strategies and Associates, LLC
11 yearsExperience
2 statesRegistered in
$457MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Global Wealth Strategies and Associates, LLCFeb 2022 to now
- Massmutual Life Insurance CompanyFeb 2015 to Feb 2022
- MML Investors Services, LLCFeb 2015 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Global Wealth Strategies and Associates, LLC
$457MAssets managed
925Clients
11Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5546214
- Firm CRD
- 316072