James Jacoby has been Chief Operating Officer of Crossmark Global Investments since July 2022, is a control person of the firm and directly owns under 5% of it. James Jacoby holds a BBA in Finance and Real Estate from New Mexico State University.
Crossmark Global Investments, Inc. is a Houston, TX firm with $8.98B under management, 7,902 clients and 14 advisers across 3 offices, as of its June 2026 filing.
James Jacoby is Chief Operating Officer of Crossmark Global Investments. He joined Crossmark in June 2022 and is responsible for leading its Operations team. Before joining Crossmark, he spent 28 years at Invesco, with the last 15 years as Global Head of Performance and Risk.
No adviser firm registrations are on James Jacoby’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 1991 |
| Series 7 | General Securities Representative Examination | 6 August 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Allen Jacoby
- CRD
- 2157539
- Firm
- Crossmark Global Investments · CRD 113360
- Role
- Chief Operating Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- crossmarkglobal.com
Where does James Jacoby work?
James Jacoby has been Chief Operating Officer of Crossmark Global Investments, Inc. since July 2022, and is a control person of the firm.
Does James Jacoby have a current investment-adviser registration?
James Jacoby has a current broker registration and no current investment-adviser registration.
What exams has James Jacoby passed?
James Jacoby has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1991. FINRA credited James Jacoby with the SIE, which began in October 2018.
Is James Jacoby registered with FINRA?
Yes. James Jacoby has a current broker registration, under CRD 2157539.
Source: FINRA BrokerCheck
How can I verify James Jacoby’s record?
Search CRD 2157539 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Jacoby’s full registration record.
