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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

SHEILA ADAIR JACOBS

Advisor at &PARTNERS

Atlanta, GA | Clayton, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1db900ce-aefa-7c34-a414-c103e31eb790

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 2, 2004 to Sep 16, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: &PARTNERS
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: Sep 14, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 14, 1999
First registration: Feb 2, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 2632335

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
&partners	Independent wealth	Sep 3, 2026	n/a	yes	Atlanta, GA\|Clayton, MO	Current employment
WELLS FARGO ADVISORS	Wirehouse	Dec 9, 2013	Sep 8, 2026	no	YARDLEY, PA\|PRINCETON, NJ\|SHORT HILLS, NJ\|HICKORY, NC\|HICKORY, NC\|ALPHARETTA, GA\|ALPHARETTA, GA\|ALPHARETTA, GA	Previous registration
GITTERMAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 20, 2010	Apr 9, 2012	no	LAHASKA, PA\|EDISON, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Nov 10, 2009	no	CHESTER, NJ\|ST. LOUIS, MO	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 4, 2007	Jan 1, 2008	no	ST. LOUIS, MO\|CHESTER, NJ	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Feb 2, 2004	Jun 6, 2007	no	NEWTOWN, PA\|LANDOVER, MD\|NEWTOWN, PA\|Saint Augustine, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	&partners	Sep 8, 2026	Sep 3, 2026	-5	Firm change	Wirehouse to RIA
GITTERMAN WEALTH MANAGEMENT, LLC	WELLS FARGO ADVISORS	Apr 9, 2012	Dec 9, 2013	609	Firm change after gap	Other
WELLS FARGO ADVISORS	GITTERMAN WEALTH MANAGEMENT, LLC	Nov 10, 2009	Dec 20, 2010	405	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	A. G. EDWARDS & SONS, INC.	Jun 6, 2007	Jun 4, 2007	-2	Firm change	Other

Relationships

Registered with (5)

→ &PARTNERSRegistered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 9, 2013 to Sep 8, 2026factForm ADV
→ GITTERMAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 20, 2010 to Apr 9, 2012factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 4, 2007 to Jan 1, 2008factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 2, 2004 to Jun 6, 2007factForm ADV

Dated events

Occurred
Sep 8, 2026
Advisor changed firm
Sheila Adair Jacobs left Wells Fargo Advisors for &Partners (registered 2026-09-03)
Form ADVobserved 4 days ago