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Senior Portfolio Manager · Kelman Lazarov Inc

Jacob C. Samuels

CRD 6192304 · Named on Form ADV at one SEC-registered adviser

At a glance

Kelman Lazarov Inc, an SEC-registered wealth manager based in Memphis, TN with $895 million in regulatory assets, lists Jacob C. Samuels on its Form ADV as Senior Portfolio Manager, a control person.

Firms and roles

  • Kelman Lazarov IncSenior Portfolio ManagerWealth manager · Memphis, TN · $895M in regulatory assets

AtlasMembers

Jacob’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 (8)

3 more people named with Jacob on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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