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Founder / Chief Compliance Officer / Managing Member · Fully Financial

Benjamin I. Jacobs-Nichelson

CRD 6935645 · Named on Form ADV at one SEC-registered adviser

At a glance

Fully Financial, an SEC-registered wealth manager based in Athens, GA with $111 million in regulatory assets, lists Benjamin I. Jacobs-Nichelson on its Form ADV as Founder / Chief Compliance Officer / Managing Member, a control person.

Firms and roles

  • Fully FinancialFounder / Chief Compliance Officer / Managing MemberWealth manager · Athens, GA · $111M in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.