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RIA / WealthAdvisor25 years in industry

RICHARD C JACOBS

Advisor at THE JACOBS FINANCIAL GROUP

MONTGOMERY, TX

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Search this name across graphsid dfx:ria:2a3ae660-d596-2215-851c-02e9e7148770

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2001 to Sep 14, 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: THE JACOBS FINANCIAL GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 12, 2001
First registration: Jun 13, 2001
Dual registered: no
Other names: RICHARD CYRIL JACOBS
IAPD individual key: 4401836

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
THE JACOBS FINANCIAL GROUP	State registered	Dec 2, 2013	n/a	yes	MONTGOMERY, TX	Current employment
D.H. HILL ADVISORS, INC.	Independent wealth	Sep 1, 2004	May 23, 2006	no	THE WOODLANDS, TX	Previous registration
WALL STREET FINANCIAL GROUP, INC	Former SEC adviser	Oct 8, 2002	Aug 31, 2004	no	THE WOODLANDS , TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 13, 2001	Oct 24, 2002	no	THE WOODLANDS, TX	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
D.H. HILL ADVISORS, INC.	THE JACOBS FINANCIAL GROUP	May 23, 2006	Dec 2, 2013	2,750	Firm change after gap	RIA to state RIA
WALL STREET FINANCIAL GROUP, INC	D.H. HILL ADVISORS, INC.	Aug 31, 2004	Sep 1, 2004	1	Firm change	Other
EQUITABLE ADVISORS, LLC	WALL STREET FINANCIAL GROUP, INC	Oct 24, 2002	Oct 8, 2002	-16	Firm change	Other

Relationships

Registered with (4)

→ THE JACOBS FINANCIAL GROUPRegistered adviserregistration: current employment
Dec 2, 2013 to presentfactForm ADV
→ D.H. HILL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 1, 2004 to May 23, 2006factForm ADV
→ WALL STREET FINANCIAL GROUP, INCRegistered adviserregistration: previous registration
Oct 8, 2002 to Aug 31, 2004factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 13, 2001 to Oct 24, 2002factForm ADV

Dated events

No dated event names this entity yet.