This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FULLY FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

First registration

Apr 5, 2018

Dual registered

no

Other names

Benjamin Jacobs|Benjamin Isaac Jacobs

IAPD individual key

6935645

• Occurred

  May 22, 2023
  Advisor changed firm

  Benjamin Isaac Jacobs-Nichelson left Elwood & Goetz for Fully Financial (registered 2023-04-26)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:196f4fc7-cfa8-3fae-65ac-8d8e1a2ce345

First observed

Apr 5, 2018

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.