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Chief Operating Officer · Crossmark Global Investments, Inc.

James A. Jacoby

CRD 2157539 · Named on Form ADV at one SEC-registered adviser

At a glance

Crossmark Global Investments, Inc., an SEC-registered asset manager based in Houston, TX with $9.0 billion in regulatory assets, lists James A. Jacoby on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

James’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

  • Jim A. CoppedgeChief Compliance Officer, General Counsel, and Corporate Secretary, Crossmark Global Investments, Inc.
  • Robert C. DollChief Executive Officer / Chief Investment Officer, Crossmark Global Investments, Inc.
  • Heather T. LindseyManaging Director, Crossmark Global Investments, Inc.

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