Alexys E Jacobs
Investment adviser representative at Strategic Financial Services
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Financial Services, Inc.Jul 2025 to now
- Rockbridge Investment ManagementJun 2023 to Jun 2025
- Fust Charles, LLPJun 2021 to Jun 2023
- StudentJan 2015 to Jun 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Strategic Financial Services
Legal name: Strategic Financial Services, Inc.
$2.8BAssets managed
1,336Clients
28Advisers
37 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
- 8190906
- Firm CRD
- 109677