Kai Jacobs has been an investment adviser representative at CSP Financial Group since January 2024, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
- CSP Financial Group LLCCurrent– present · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 310819
Investment adviser representative registrations
Kai Jacobs is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2024; the most recent is New Mexico, in July 2026.
- ArizonaSince 25 January 2024
- New MexicoSince 7 July 2026
- TexasResidentSince 10 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kai O Jacobs
- CRD
- 7857135
- Firm
- CSP Financial Group · CRD 310819
- Office
- 14300 NORTH NORTHSIGHT BLVD, SUITE 120, Scottsdale, AZ 85260
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Kai Jacobs work?
Kai Jacobs is an investment adviser representative registered through CSP Financial Group LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kai Jacobs a financial advisor?
Yes. Kai Jacobs has a current investment-adviser registration in Arizona, New Mexico and Texas, through CSP Financial Group since January 2024.
How many years of experience does Kai Jacobs have?
Kai Jacobs has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Kai Jacobs passed?
Kai Jacobs passed the Series 65 in June 2023.
Where is Kai Jacobs based?
Kai Jacobs’ registered office is in Scottsdale, AZ.
Is Kai Jacobs registered with FINRA?
No. Kai Jacobs has no current broker registration.
How can I verify Kai Jacobs’ record?
Search CRD 7857135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kai Jacobs’ full registration record.
