DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Eric Martin Jacobs

Global Wealth Strategies And Associates, LLCindependent RIADenver, CoIA-onlyIAPD 5546214

Feed of 09/14/2026

Also filed as Eric Jacobs

At current firm

4 y

since Feb 4, 2022

In the industry

18 y

since Aug 14, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: eric@gwsa.usreportedgwsa.usfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Global Wealth Strategies And Associates, LLC independent RIA current
since Feb 4, 2022 · Denver, Co
MML Investors Services, LLC BD affiliated
Mar 23, 2015 to Feb 15, 2022 · Denver, Co
Northwestern Mutual Investment Services,LLC no RAUM
Aug 22, 2012 to Dec 11, 2014 · Colorado Spgs, Co
J.P. Morgan Institutional Investments former
Apr 27, 2011 to Jun 4, 2012 · Englewood, Co
Chase Investment Services Corp. former
May 29, 2009 to Apr 28, 2011 · Westminster, Co
Edward Jones national BD
Aug 28, 2008 to Feb 18, 2009 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

MML Investors Services, LLC to Global Wealth Strategies And Associates, LLC
left Feb 15, 2022, registered Feb 4, 2022 (-11 days) · Affiliated broker-dealer or bank to independent RIA
Northwestern Mutual Investment Services,LLC to MML Investors Services, LLC
left Dec 11, 2014, registered Mar 23, 2015 (102 days) · Other
J.P. Morgan Institutional Investments to Northwestern Mutual Investment Services,LLC
left Jun 4, 2012, registered Aug 22, 2012 (79 days) · Other
Chase Investment Services Corp. to J.P. Morgan Institutional Investments
left Apr 28, 2011, registered Apr 27, 2011 (-1 days) · Other
Edward Jones to Chase Investment Services Corp.
left Feb 18, 2009, registered May 29, 2009 (100 days) · Other

Signals

Eric Martin Jacobs left Mml Investors Services, Llc for Global Wealth Strategies And Associates, Llc (registered 2022-02-04)
Feb 15, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address