Cody Jacobs-Nichelson is a control person of Fully Financial and directly owns between 50% and 75% of it.
Fully Financial is an investment adviser based in Athens, GA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $111 million, as filed on 2 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7717935
- Firm
- Fully Financial · CRD 326015
- Role
- Founder / Chief Operating Officer / Member
- In role since
- May 2023 · 3 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Athens, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Cody Jacobs-Nichelson work?
Cody Jacobs-Nichelson has been Founder / Chief Operating Officer / Member of Fully Financial, LLC since May 2023, and is a control person of the firm.
How can I verify Cody Jacobs-Nichelson’s record?
Cody Jacobs-Nichelson’s role is listed on Fully Financial, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 326015.
