Jacob Floyd has been Managing Member, CCO of Floyd Financial Group since July 2023, is a control person of the firm and directly owns 75% or more of it.
Floyd Financial Group LLC is a Springfield, MO firm with $164M under management, 689 clients and 2 advisers in one office, as of its March 2026 filing.
- Floyd Financial Group LLCCurrent– present · 6 yearsSpringfield, MO · Adviser representative · Firm CRD 226773
Investment adviser representative registrations
Jacob Floyd is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2020; the most recent is Texas, in March 2024.
- MissouriSince 14 May 2020
- TexasResidentSince 13 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Randal Floyd
- CRD
- 7255807
- Firm
- Floyd Financial Group · CRD 226773
- Role
- Managing Member, CCO
- Office
- 1304 W BATTLEFIELD RD, Springfield, MO 65807
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Floyd work?
Jacob Floyd has been Managing Member, CCO of Floyd Financial Group LLC since July 2023, and is a control person of the firm.
Is Jacob Floyd a financial advisor?
Yes. Jacob Floyd has a current investment-adviser registration in Missouri and Texas, through Floyd Financial Group since May 2020.
How many years of experience does Jacob Floyd have?
Jacob Floyd has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Jacob Floyd passed?
Jacob Floyd passed the Series 65 in February 2020.
Where is Jacob Floyd based?
Jacob Floyd’s registered office is in Springfield, MO.
Is Jacob Floyd registered with FINRA?
No. Jacob Floyd has no current broker registration.
How can I verify Jacob Floyd’s record?
Search CRD 7255807 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Floyd’s full registration record.