Eric Jacobs has been an investment adviser representative at Global Wealth Strategies and Associates since February 2022, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Strategies and Associates, LLC is a Denver, CO firm with $457M under management, 925 clients and 9 advisers across 2 offices, as of its May 2026 filing.
Eric M. Jacobs is Chief Investment Officer and Portfolio Manager of Global Wealth Strategies & Associates. He directs the firm's Investment Operations & Strategies. He began his career in financial services at JP Morgan Chase and Edward Jones, and worked on large retirement plans at JP Morgan Chase.
Eric Jacobs’ longest registration was 6 years at MML Investors Services, LLC (2015–2022). Before joining Global Wealth Strategies and Associates in 2022, Eric Jacobs was registered through MML Investors Services, LLC and Northwestern Mutual Investment Services,llc.
- – present · 4 yearsDenver, CO · Adviser representative · Firm CRD 316072
- MML Investors Services, LLC– · 6 yearsDenver, CO · Adviser representative · Firm CRD 10409
- Northwestern Mutual Investment Services,llc– · 2 yearsDenver, CO · Adviser representative · Firm CRD 2881
- J.P. Morgan Institutional Investments– · under a yearEnglewood, CO · Adviser representative · Firm CRD 102920
- J.P. Morgan Institutional Investments– · under a yearEnglewood, CO · Adviser representative · Firm CRD 102920
- Chase Investment Services Corp.– · 1 yearWestminster, CO · Adviser representative · Firm CRD 25574
- Edward Jones– · under a yearDenver, CO · Adviser representative · Firm CRD 250
Professional designations
Listed by Global Wealth Strategies and Associates
- Accredited Portfolio Management Advisor (APMA®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Eric Jacobs is registered as an investment adviser representative in 2 states. Each was approved in February 2022.
- ColoradoSince 4 February 2022
- TexasSince 7 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 August 2008 |
| Series 7 | General Securities Representative Examination | 31 July 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Martin Jacobs
- CRD
- 5546214
- Firm
- Global Wealth Strategies and Associates · CRD 316072
- Office
- 3200 CHERRY CREEK SOUTH DRIVE, SUITE 280, Denver, CO 80209
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gwsa.us
Where does Eric Jacobs work?
Eric Jacobs is an investment adviser representative registered through Global Wealth Strategies and Associates, LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Eric Jacobs a financial advisor?
Yes. Eric Jacobs has a current investment-adviser registration in Colorado and Texas, through Global Wealth Strategies and Associates since February 2022.
How many years of experience does Eric Jacobs have?
Eric Jacobs has 17 years in the financial industry, since April 2009, across 6 adviser firms.
What exams has Eric Jacobs passed?
Eric Jacobs has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2008. FINRA credited Eric Jacobs with the SIE, which began in October 2018.
Where did Eric Jacobs work before Global Wealth Strategies and Associates?
Before Global Wealth Strategies and Associates, Eric Jacobs was registered through Northwestern Mutual Investment Services,llc, August 2012 to December 2014; J.P. Morgan Institutional Investments, April 2012 to June 2012; J.P. Morgan Institutional Investments, April 2011 to December 2011; Chase Investment Services Corp., May 2009 to April 2011; Edward Jones, August 2008 to February 2009.
Where is Eric Jacobs based?
Eric Jacobs’ registered office is in Denver, CO.
Is Eric Jacobs registered with FINRA?
No. Eric Jacobs has no current broker registration.
How can I verify Eric Jacobs’ record?
Search CRD 5546214 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Jacobs’ full registration record.