Jerry Jacobs has been President, Chief Compliance Officer of Atlas Capital Management since December 1993, is a control person of the firm and directly owns 75% or more of it. Jerry Jacobs studied at Ball State University and The Investment Institute.
Atlas Capital Management Corp is a FT Wayne, IN firm with $870M under management, 3,261 clients and 4 advisers in one office, as of its March 2026 filing.
Jerry L. Jacobs is the founder and President of Atlas Capital Management Corp. He oversees the Atlas investment strategies and money management decisions. Before founding Atlas, he spent 23 years as a registered investment executive with major Wall Street investment firms, where he supervised and managed a variety of individual and institutional accounts.
Jerry Jacobs’ longest registration is the current one, 27 years at Atlas Capital Management since 1999.
- Cantella & Co., Inc.– · 8 yearsFort Wayne, IN · Adviser representative · Firm CRD 13905
- – present · 27 yearsFort Wayne, IN · Adviser representative · Firm CRD 106107
Professional designations
Listed by Atlas Capital Management
- Certified Financial Planner
Investment adviser representative registrations
Jerry Jacobs is registered as an investment adviser representative in Indiana, since January 1999.
- IndianaSince 14 January 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 26 August 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 June 1986 |
| Series 5 | Interest Rate Options Examination | 22 October 1981 |
| PC | AMEX Put and Call Exam | 2 September 1977 |
| Series 1 | Registered Representative Examination | 8 September 1971 |
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Interest Rate Options Examination
- Name
- AMEX Put and Call Exam
- Name
- Registered Representative Examination
- Full name
- Jerry Lee Jacobs
- CRD
- 256432
- Firm
- Atlas Capital Management · CRD 106107
- Role
- President, Chief Compliance Officer
- Office
- 11130 COLDWATER ROAD, SUITE 104, Fort Wayne, IN 46845
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atlascapitalmanagement.com
Where does Jerry Jacobs work?
Jerry Jacobs has been President, Chief Compliance Officer of Atlas Capital Management Corp since December 1993, and is a control person of the firm.
Is Jerry Jacobs a financial advisor?
Yes. Jerry Jacobs has a current investment-adviser registration in Indiana, through Atlas Capital Management since January 1999.
How many years of experience does Jerry Jacobs have?
Jerry Jacobs has 27 years in the financial industry, since January 1999, across 2 adviser firms.
What exams has Jerry Jacobs passed?
Jerry Jacobs has passed 6 licensing exams: the Series 1, PC, Series 5, Series 63, Series 65 and Series 8. The earliest, the Series 1, was passed in September 1971.
Where is Jerry Jacobs based?
Jerry Jacobs’ registered office is in Fort Wayne, IN.
Is Jerry Jacobs registered with FINRA?
No. Jerry Jacobs has no current broker registration.
Is Jerry Jacobs a CFP?
Atlas Capital Management lists Jerry Jacobs with the CFP credential (“Certified Financial Planner”) on its website. CFP Board confirms certification status.
Source: Jerry L. Jacobs biography, atlascapitalmanagement.com
How can I verify Jerry Jacobs’ record?
Search CRD 256432 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Jacobs’ full registration record.