Jacob William, Inc. (Timonium)

Name: Jacob William, Inc.
Address: 9515 Deereco Road, Timonium, MD, 21093
Telephone: 410-821-6724

Jacob William, Inc. is an adviser based in Timonium. It manages $56.71 million of regulatory assets for 452 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Maryland.

Jacob William provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting / seminars. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jacob William: assets under management

The assets under management (AUM) of Jacob William, Inc. is $56.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.46 thousand each.

Jacob William has custody of $56.71 million in cash and securities for 235 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jacob William, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jacob William, Inc.

William Daniel Morrison has been acting as President since 1 May 2006. Mark Jacob Ring joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Daniel Morrison	Director	1 May 2006	50% - 75%	2254226
Mark Jacob Ring	Director	1 May 2006	50% - 75%	1620796
William Daniel Morrison	Chief compliance officer	1 Sep 2009	50% - 75%	2254226

Based in Timonium

The principal office where Jacob William, Inc. performs its advisory services is located at 9515 Deereco Road, Timonium, MD 21093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-821-6724 or by fax 410-821-6729. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.jacobwilliam.com.