Jacob David Munsell
Investment adviser representative at Memphis Capital Management, LLC
16 yearsExperience
1 stateRegistered in
$268.6MFirm assets
20 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
Experience
16 years in the industry.
- Memphis Capital Management, LLCFeb 2024 to now
- Banes Capital Group, LLCApr 2022 to now
- Hanover SecuritiesApr 2022 to now
- Raymond James & Associates Inc,Mar 2022 to Apr 2022
- Raymond James Financial Services Advisors, Inc.Aug 2021 to Apr 2022
- Raymond James Financial Services, Inc.Aug 2021 to Apr 2022
- Bank of America, N.A.Oct 2018 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Aug 2021
- Edward JonesFeb 2018 to Aug 2018
- Bend BroadbandJul 2017 to Sep 2017
- George Fox UniversityAug 2014 to Dec 2017
- Bloom ConstructionJun 2012 to Jul 2017
- UnemployedJan 2010 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Memphis Capital Management, LLC
$268.6MAssets managed
3Clients
2Advisers
20 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
- 6904915
- Firm CRD
- 134522