Isabel Daisy Jacobs
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
15 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Signature Equity Partners, LLCFeb 2026 to now
- Osaic Wealth, Inc.Aug 2023 to now
- AgiaNov 2022 to now
- Valic Financial Advisors, Inc.Nov 2022 to Aug 2023
- K-12 Tax ServicesJan 2022 to Oct 2022
- Valic Financial Advisors, Inc.Jan 2022 to Aug 2022
- Self-EmploymentMar 2020 to Dec 2021
- Hacienda Azul, LLCJan 2018 to Dec 2019
- Berry CollegeAug 2017 to May 2021
- East Coast Veterinary ServicesMay 2017 to Aug 2017
- Full-time EducationNov 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Signature Equity Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7473505
- 327455