Benjamin Jacobs-Nichelson has been Founder / Chief Compliance Officer / Managing Member of Fully Financial since May 2023, is a control person of the firm and directly owns between 50% and 75% of it. Benjamin Jacobs-Nichelson holds a Master of Science in Financial Planning from the University of Georgia and a Bachelor of Science in Consumer Economics from the University of Georgia.
Fully Financial, LLC is an Athens, GA firm with $111M under management, 127 clients and 2 advisers in one office, as of its July 2026 filing.
Ben Jacobs is a co-founder of Fully Financial, based in Athens, Georgia. He has been a practicing financial planner for over a decade. Before opening Fully, he served as partner and chief financial officer at a midsize firm, where he led a financial planning team and managed the firm's headquarters in Athens, Georgia.
Benjamin Jacobs-Nichelson’s longest registration was 5 years at Elwood & Goetz (2018–2023). Before joining Fully Financial in 2023, Benjamin Jacobs-Nichelson was registered through Elwood & Goetz.
- Elwood & Goetz– · 5 yearsAthens, GA · Adviser representative · Firm CRD 154839
Professional designations
Listed by Fully Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Benjamin Jacobs-Nichelson is registered as an investment adviser representative in 2 states. The first approvals date from April 2023; the most recent is Louisiana, in May 2025.
- GeorgiaSince 26 April 2023
- LouisianaSince 1 May 2025
Examinations
No examinations are on Benjamin Jacobs-Nichelson’s record.
- Full name
- Benjamin Isaac Jacobs-Nichelson
- CRD
- 6935645
- Firm
- Fully Financial · CRD 326015
- Role
- Founder / Chief Compliance Officer / Managing Member
- Office
- 295 W CLAYTON ST, SUITE 100-B, Athens, GA 30601
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fullyfin.com
Where does Benjamin Jacobs-Nichelson work?
Benjamin Jacobs-Nichelson has been Founder / Chief Compliance Officer / Managing Member of Fully Financial, LLC since May 2023, and is a control person of the firm.
Is Benjamin Jacobs-Nichelson a financial advisor?
Yes. Benjamin Jacobs-Nichelson has a current investment-adviser registration in Georgia and Louisiana, through Fully Financial since April 2023.
How many years of experience does Benjamin Jacobs-Nichelson have?
Benjamin Jacobs-Nichelson has 8 years in the financial industry, since April 2018, across 2 adviser firms.
Where is Benjamin Jacobs-Nichelson based?
Benjamin Jacobs-Nichelson’s registered office is in Athens, GA.
Is Benjamin Jacobs-Nichelson registered with FINRA?
No. Benjamin Jacobs-Nichelson has no current broker registration.
Is Benjamin Jacobs-Nichelson a CFP?
Fully Financial lists Benjamin Jacobs-Nichelson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Benjamin Jacobs-Nichelson’s record?
Search CRD 6935645 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Jacobs-Nichelson’s full registration record.