Jacob Samuels has been Senior Portfolio Manager of Kelman Lazarov since May 2019, is a control person of the firm and directly owns between 5% and 10% of it. Jacob Samuels holds a B.B.A. in finance from the University of Memphis.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
Jacob Samuels is Portfolio Manager and Trader of Kelman-Lazarov, based in Memphis. He applies research to asset allocation decisions, portfolio construction and assessments of other financial products, and oversees the production of performance reports. He became a partner at Kelman-Lazarov in 2021.
- Kelman Lazarov IncCurrent– present · 11 yearsMemphis, TN · Adviser representative · Firm CRD 107727
Investment adviser representative registrations
Jacob Samuels is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2015; the most recent is Texas, in January 2018.
- TennesseeSince 5 January 2015
- TexasResidentSince 7 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 August 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Cullen Samuels
- CRD
- 6192304
- Firm
- Kelman Lazarov · CRD 107727
- Role
- Senior Portfolio Manager
- Office
- 5100 POPLAR AVE, STE 2805, Memphis, TN 38137-2805
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kelman-lazarov.com
Where does Jacob Samuels work?
Jacob Samuels has been Senior Portfolio Manager of Kelman Lazarov Inc since May 2019, and is a control person of the firm.
Is Jacob Samuels a financial advisor?
Yes. Jacob Samuels has a current investment-adviser registration in Tennessee and Texas, through Kelman Lazarov since January 2015.
How many years of experience does Jacob Samuels have?
Jacob Samuels has 11 years in the financial industry, since January 2015, across 1 adviser firm.
What exams has Jacob Samuels passed?
Jacob Samuels has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in January 2015. FINRA credited Jacob Samuels with the SIE, which began in October 2018.
Where is Jacob Samuels based?
Jacob Samuels’ registered office is in Memphis, TN.
Is Jacob Samuels registered with FINRA?
No. Jacob Samuels has no current broker registration.
How can I verify Jacob Samuels’ record?
Search CRD 6192304 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Samuels’ full registration record.
Keith SchmittPresident/Director of Financial Planning- Michael MunekataChief Compliance Officer
Andrew BuzanTreasurer/Chief Investment Officer
April LowerySenior Financial Advisor
Patrick O'HearnSecretary/Senior Financial Advisor
Christopher PurcellSenior Financial
Martin KelmanChairman- Ronald LazarovFounding Partner