Jamie Elisa Jacob
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
4 statesRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Wealth Securities, LLCMar 2025 to now
- Florida Financial Advisors, LLCJul 2024 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJul 2024 to now
- Temple UniversityAug 2022 to now
- Kurious Kids Learning CenterSep 2020 to Jul 2023
- Rally HouseAug 2020 to Jan 2023
- Lehigh Carbon Community CollegeAug 2020 to May 2022
- Lehigh Country ClubApr 2018 to Feb 2020
- Parkland High SchoolSep 2016 to Jun 2020
- Kaman's Art ShoppesApr 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, PA, TX).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 7962974
- Firm CRD
- 288811