Kevin Daniel Jacobs
Investment adviser representative at O'shaughnessy Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Franklin Distributors, LLCApr 2026 to now
- O'shaughnessy Asset Management, LLCDec 2022 to now
- Franklin Distributors LLCJul 2021 to Dec 2022
- Legg Mason & CoDec 2018 to Jul 2021
- Green Harvest Asset ManagementDec 2017 to Dec 2018
- Full Time EducationAug 2017 to May 2018
- New York Life & Mainstay InvestmentsJun 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
O'shaughnessy Asset Management, LLC
$19.8BAssets managed
11,156Clients
58Advisers
19 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
- 6283005
- Firm CRD
- 144594