Daniel S Jacobs
Investment adviser representative at The Mather Group, LLC
14 yearsExperience
1 stateRegistered in
$13.4BFirm assets
15 yearsFirm in business
Are you Daniel S Jacobs? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- The Mather Group, LLCJun 2024 to now
- Morgan StanleyJul 2023 to May 2024
- University of MichiganAug 2022 to Jun 2023
- Ocean Leap CapitalApr 2022 to Aug 2022
- University of MichiganAug 2021 to Jun 2022
- Cumberland Trust & Investments Co.Jun 2021 to Aug 2021
- University of MichiganAug 2020 to Jun 2021
- The Patten GroupJun 2020 to Aug 2020
- University of MichiganAug 2019 to Jun 2020
- Auntie Anne's/jamba JuiceJun 2019 to Aug 2019
- University School of NashvilleAug 2018 to Jun 2019
- Gordon Jewish Community CenterJun 2018 to Aug 2018
- The Temple: Ohabai ShalomSep 2017 to Apr 2018
- University School of NashvilleAug 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 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
- 7750606
- Firm CRD
- 156005