Benjamin Isaac Jacobs-nichelson
Investment adviser representative at Fully Financial
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$111.1MFirm assets
Are you Benjamin Isaac Jacobs-nichelson? Claim your profile
Contact this firm
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
12 years in the industry.
- Fully Financial, LLCApr 2023 to now
- University of GeorgiaJan 2020 to now
- Elwood & GoetzNov 2014 to Apr 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, LA).
Fully Financial
Legal name: Fully Financial, LLC
$111.1MAssets managed
127Clients
2Advisers
Under 1 yearIn 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
- 6935645
- Firm CRD
- 326015