Jason Jacobs has been an investment adviser representative at Lanier Financial Group since December 2024, and is not listed among the firm’s executive officers or direct owners. Jason Jacobs holds a Bachelor of Science in Mathematics from the University of Georgia.
Lanier Financial Group LLC is an Athens, GA firm with $236M under management, 240 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Jason Jacobs is Investment Advisor Representative of Lanier Financial Group. He first joined the firm as a client and later joined the team in this role. After his professional baseball career with the Mets, he returned to Athens to complete his degree while working as an Assistant Baseball Coach for the UGA Bulldogs, then served as CFO of Cheeky Peach Boutique.
- Lanier Financial Group LLCCurrent– present · 1 yearAthens, GA · Adviser representative · Firm CRD 152945
Investment adviser representative registrations
Jason Jacobs is registered as an investment adviser representative in Georgia, since December 2024.
- GeorgiaSince 5 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Edward Jacobs
- CRD
- 8015269
- Firm
- Lanier Financial Group · CRD 152945
- Office
- 490 N. MILLEDGE AVENUE, Athens, GA 30601
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lanierfinancialgroup.com
Where does Jason Jacobs work?
Jason Jacobs is an investment adviser representative registered through Lanier Financial Group LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jason Jacobs a financial advisor?
Yes. Jason Jacobs has a current investment-adviser registration in Georgia, through Lanier Financial Group since December 2024.
How many years of experience does Jason Jacobs have?
Jason Jacobs has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Jason Jacobs passed?
Jason Jacobs passed the Series 65 in November 2024.
Where is Jason Jacobs based?
Jason Jacobs’ registered office is in Athens, GA.
Is Jason Jacobs registered with FINRA?
No. Jason Jacobs has no current broker registration.
How can I verify Jason Jacobs’ record?
Search CRD 8015269 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Jacobs’ full registration record.
